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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 | $24,741 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,319 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,080 | $45,343+12.7% | $150,298-66.0% | $67,986-24.9% |
| Participation rate | 98.6% | 51.9%+46.8pp | 77.8%+20.9pp | 57.2%+41.4pp |
| Annual return | 10.87% | 33.28%-22.4pp | 62.79%-51.9pp | 31.67%-20.8pp |
| Employer contribution / active EE | $2,798 | $1,462+91.4% | $4,154-32.6% | $2,019+38.6% |
| Participant deferral / active EE | $3,653 | $2,055+77.8% | $5,453-33.0% | $3,358+8.8% |
| Admin fee / account holder | $254 | $2,250-88.7% | $14,116-98.2% | $3,203-92.1% |