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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 | $58,911-3.2% | $129,384-55.9% | $77,736-26.7% |
| Participation rate | 95.9% | 59.4%+36.5pp | 69.6%+26.3pp | 70.6%+25.4pp |
| Annual return | 13.93% | 24.75%-10.8pp | 9461.77%-9447.8pp | 31.26%-17.3pp |
| Employer contribution / active EE | $3,817 | $1,955+95.2% | $4,153-8.1% | $2,728+39.9% |
| Participant deferral / active EE | $7,847 | $3,220+143.7% | $4,166+88.4% | $4,651+68.7% |
| Admin fee / account holder | $152 | $592-74.4% | $7,686-98.0% | $433-65.0% |