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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 | $15,938 |
SHERIDAN ROAD ADVISORS LLC4 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $10,906 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,992 | $37,463-52.0% | $77,096-76.7% | $66,938-73.1% |
| Participation rate | 41.4% | 52.9%-11.6pp | 67.9%-26.6pp | 69.8%-28.5pp |
| Annual return | -14.71% | -3.25%-11.5pp | 42.35%-57.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $835 | $1,535-45.6% | $2,814-70.3% | $2,545-67.2% |
| Participant deferral / active EE | $2,025 | $2,621-22.8% | $4,429-54.3% | $4,238-52.2% |
| Admin fee / account holder | $180 | $568-68.3% | $5,428-96.7% | $594-69.7% |