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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,384 |
CETERA ADVISOR NETWORKS LLC6 years Service code 55 · EIN 95-3845382 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $9,724 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 101 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $5,222 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 | Contract Administrator | $4,742 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $875 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,756 | $58,292-31.8% | $86,640-54.1% | $71,511-44.4% |
| Participation rate | 88.5% | 65.0%+23.4pp | 71.7%+16.8pp | 67.9%+20.5pp |
| Annual return | 16.44% | 21.63%-5.2pp | 592.52%-576.1pp | 28.86%-12.4pp |
| Employer contribution / active EE | $1,950 | $2,574-24.2% | $3,024-35.5% | $2,589-24.7% |
| Participant deferral / active EE | $2,752 | $3,438-20.0% | $4,438-38.0% | $4,291-35.9% |
| Admin fee / account holder | $213 | $1,057-79.8% | $5,616-96.2% | $1,588-86.6% |