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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 · EIN 84-0467907 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,425 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 · EIN 95-3845382 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $12,077 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 | Contract Administrator | $4,402 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 101 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $2,141 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $744 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,647 | $54,355-36.3% | $82,744-58.1% | $68,486-49.4% |
| Participation rate | 93.2% | 63.9%+29.3pp | 72.6%+20.6pp | 67.9%+25.3pp |
| Annual return | -18.82% | -13.67%-5.2pp | 702.22%-721.0pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,252 | $2,219+1.5% | $3,008-25.1% | $2,597-13.3% |
| Participant deferral / active EE | $3,118 | $3,246-4.0% | $4,395-29.0% | $4,028-22.6% |
| Admin fee / account holder | $229 | $4,397-94.8% | $5,325-95.7% | $5,404-95.8% |