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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 | $58,912 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $24,476 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,991 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,730 | $50,919-71.1% | $155,556-90.5% | $77,762-81.1% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 10.48% | 34.84%-24.4pp | 64.84%-54.4pp | 31.27%-20.8pp |
| Employer contribution / active EE | $501 | $1,991-74.8% | $4,675-89.3% | $2,728-81.6% |
| Participant deferral / active EE | $1,920 | $2,824-32.0% | $5,631-65.9% | $4,651-58.7% |
| Admin fee / account holder | $119 | $437-72.7% | $15,885-99.2% | $433-72.4% |