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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 | $61,483 |
JANNEY MONTGOMERY SCOTT LLC7 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $41,574 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,017 | $58,859-3.1% | $129,397-55.9% | $77,714-26.6% |
| Participation rate | 95.9% | 59.3%+36.6pp | 69.6%+26.3pp | 70.6%+25.4pp |
| Annual return | 13.93% | 24.74%-10.8pp | 9453.98%-9440.1pp | 31.26%-17.3pp |
| Employer contribution / active EE | $3,817 | $1,952+95.5% | $4,154-8.1% | $2,727+40.0% |
| Participant deferral / active EE | $7,847 | $3,215+144.1% | $4,167+88.3% | $4,649+68.8% |
| Admin fee / account holder | $152 | $591-74.3% | $7,679-98.0% | $433-65.0% |