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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EASY ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,216 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $5,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,379 |
Service code 99 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Other Fees | $890 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $556 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $75 |
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 | $27,469 | $59,456-53.8% | $93,681-70.7% | $74,400-63.1% |
| Participation rate | 96.4% | 59.6%+36.8pp | 68.7%+27.7pp | 67.2%+29.2pp |
| Annual return | 9.83% | 82.00%-72.2pp | 133.47%-123.6pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $2,034 | $1,266+60.6% | $2,422-16.0% | $2,624-22.5% |
| Participant deferral / active EE | $4,845 | $3,052+58.8% | $4,415+9.7% | $4,348+11.4% |
| Admin fee / account holder | $132 | $3,026-95.6% | $8,290-98.4% | $1,944-93.2% |