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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUIT INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,940 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY, STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $21,522 |
CARNOW AND ASSOCIATES, LTD.4 years Service code 13 2201 WAUKEGAN ROAD · BANNOCKBURN, IL 60015 | Contract Administrator | $13,965 |
Filed as: EMPOWER ADVISOR GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,954 |
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 | $35,235 | $129,227-72.7% | $184,260-80.9% | $77,736-54.7% |
| Participation rate | 99.0% | 87.4%+11.6pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 18.59% | 33.24%-14.6pp | 28.84%-10.2pp | 31.26%-12.7pp |
| Employer contribution / active EE | $2,581 | $4,412-41.5% | $6,427-59.8% | $2,728-5.4% |
| Participant deferral / active EE | $5,457 | $7,307-25.3% | $9,133-40.3% | $4,651+17.3% |
| Admin fee / account holder | $260 | $256+1.6% | $13,898-98.1% | $433-40.1% |