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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 | $43,496+17.4% | $161,489-68.4% | $64,340-20.6% |
| Participation rate | 98.6% | 53.5%+45.1pp | 78.7%+20.0pp | 55.2%+43.4pp |
| Annual return | 10.87% | 20.76%-9.9pp | 89.72%-78.9pp | 24.14%-13.3pp |
| Employer contribution / active EE | $2,798 | $1,431+95.6% | $4,268-34.4% | $1,862+50.3% |
| Participant deferral / active EE | $3,653 | $1,996+83.0% | $5,630-35.1% | $2,980+22.6% |
| Admin fee / account holder | $254 | $2,330-89.1% | $16,006-98.4% | $3,703-93.1% |