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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,375 |
MY BENEFITS, LLC9 years Filed as: MY BENEFITS LLC Service code 13 P.O. BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $55,855 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $17,986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,653 |
MY BENEFITS, LLC7 years Service code 13 | Contract Administrator | $10,000 |
Filed as: FIRST PARTY ADMINISTRATORS, LLC Service code 13 P.O. BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $4,052 |
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 | $15,829 | $45,109-64.9% | $85,187-81.4% | $77,736-79.6% |
| Participation rate | 72.1% | 48.7%+23.4pp | 67.5%+4.5pp | 70.6%+1.5pp |
| Annual return | 10.46% | 79.55%-69.1pp | 66.67%-56.2pp | 31.26%-20.8pp |
| Employer contribution / active EE | $2,014 | $1,602+25.8% | $2,732-26.3% | $2,728-26.2% |
| Participant deferral / active EE | $1,111 | $2,814-60.5% | $4,525-75.4% | $4,651-76.1% |
| Admin fee / account holder | $197 | $915-78.5% | $6,162-96.8% | $433-54.6% |