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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 | $6,199 |
GUIDELINE, INC.5 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,880 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $256 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $76,227 | $85,515-10.9% | $112,040-32.0% | $67,986+12.1% |
| Participation rate | 96.4% | 68.2%+28.2pp | 76.5%+19.9pp | 57.2%+39.2pp |
| Annual return | 20.40% | 29.68%-9.3pp | 24.52%-4.1pp | 31.67%-11.3pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $15,690 | $4,014+290.9% | $5,098+207.8% | $3,358+367.2% |
| Admin fee / account holder | $62 | $3,774-98.4% | $12,098-99.5% | $3,203-98.1% |