Filed September 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,363 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,606 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $3,625 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $1,915 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,966 | $89,123-48.4% | $102,460-55.1% | $77,762-40.9% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.5%+17.8pp | 70.6%+23.7pp |
| Annual return | 22.26% | 25.05%-2.8pp | 29.47%-7.2pp | 31.27%-9.0pp |
| Employer contribution / active EE | $2,173 | $2,700-19.5% | $3,025-28.2% | $2,728-20.3% |
| Participant deferral / active EE | $4,111 | $5,148-20.1% | $5,056-18.7% | $4,651-11.6% |
| Admin fee / account holder | $243 | $236+2.9% | $9,460-97.4% | $433-43.9% |