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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3+ years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $16,589 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,767 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $813 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,180 | $84,493-44.2% | $125,381-62.4% | $66,938-29.5% |
| Participation rate | 86.1% | 76.4%+9.7pp | 82.4%+3.7pp | 69.8%+16.3pp |
| Annual return | -15.09% | -8.49%-6.6pp | 572.31%-587.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,436 | $3,554-31.5% | $4,815-49.4% | $2,545-4.3% |
| Participant deferral / active EE | $10,987 | $6,783+62.0% | $7,448+47.5% | $4,238+159.2% |
| Admin fee / account holder | $159 | $685-76.8% | $10,007-98.4% | $594-73.2% |