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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 | $42,839 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $17,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,258 | $47,898-22.2% | $117,498-68.3% | $64,814-42.5% |
| Participation rate | 93.8% | 61.9%+32.0pp | 70.6%+23.2pp | 71.5%+22.4pp |
| Annual return | -17.43% | -15.54%-1.9pp | 29.75%-47.2pp | 32.84%-50.3pp |
| Employer contribution / active EE | $3,041 | $1,774+71.5% | $4,178-27.2% | $2,507+21.3% |
| Participant deferral / active EE | $6,107 | $3,151+93.8% | $4,071+50.0% | $4,310+41.7% |
| Admin fee / account holder | $95 | $132-28.3% | $5,646-98.3% | $188-49.7% |