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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 | $20,001 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,989 |
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 | $37,048 | $61,356-39.6% | $149,696-75.3% | $71,511-48.2% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+19.9pp | 67.9%+30.8pp |
| Annual return | 9.59% | 35.86%-26.3pp | 134.46%-124.9pp | 28.86%-19.3pp |
| Employer contribution / active EE | $2,547 | $2,382+6.9% | $4,821-47.2% | $2,589-1.6% |
| Participant deferral / active EE | $3,086 | $2,920+5.7% | $5,682-45.7% | $4,291-28.1% |
| Admin fee / account holder | $207 | $1,263-83.6% | $13,212-98.4% | $1,588-87.0% |