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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,080 | $46,688+9.4% | $189,758-73.1% | $69,733-26.7% |
| Participation rate | 98.6% | 61.7%+36.9pp | 79.8%+18.9pp | 62.5%+36.2pp |
| Annual return | 10.87% | 14.35%-3.5pp | 52.62%-41.7pp | 15.22%-4.4pp |
| Employer contribution / active EE | $2,798 | $1,695+65.1% | $4,767-41.3% | $2,250+24.3% |
| Participant deferral / active EE | $3,653 | $2,143+70.5% | $5,856-37.6% | $3,054+19.6% |
| Admin fee / account holder | $254 | $1,700-85.0% | $20,388-98.8% | $3,102-91.8% |