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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,466 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,218 | $91,695-32.1% | $67,575-7.9% | $77,736-20.0% |
| Participation rate | 78.4% | 76.0%+2.4pp | 72.9%+5.5pp | 70.6%+7.8pp |
| Annual return | 10.50% | 14.88%-4.4pp | 3528.98%-3518.5pp | 31.26%-20.8pp |
| Employer contribution / active EE | $805 | $3,189-74.8% | $2,736-70.6% | $2,728-70.5% |
| Participant deferral / active EE | $1,671 | $3,912-57.3% | $4,003-58.3% | $4,651-64.1% |
| Admin fee / account holder | $109 | $245-55.3% | $3,993-97.3% | $433-74.8% |