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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 | $41,016+24.5% | $152,093-66.4% | $64,097-20.3% |
| Participation rate | 98.6% | 51.3%+47.3pp | 77.8%+20.9pp | 55.2%+43.5pp |
| Annual return | 10.87% | 39.60%-28.7pp | 66.36%-55.5pp | 34.64%-23.8pp |
| Employer contribution / active EE | $2,798 | $1,342+108.5% | $4,175-33.0% | $1,891+47.9% |
| Participant deferral / active EE | $3,653 | $1,927+89.5% | $5,451-33.0% | $3,080+18.6% |
| Admin fee / account holder | $254 | $2,305-89.0% | $14,497-98.2% | $3,454-92.6% |