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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 | $54,580 |
WINTRUST INVESTMENTS LLC3 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $38,507 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,560 | $58,778-0.4% | $129,295-54.7% | $77,671-24.6% |
| Participation rate | 96.2% | 59.2%+36.9pp | 69.6%+26.6pp | 70.6%+25.6pp |
| Annual return | 20.09% | 24.73%-4.6pp | 9429.28%-9409.2pp | 31.21%-11.1pp |
| Employer contribution / active EE | $4,879 | $1,952+149.9% | $4,157+17.4% | $2,726+78.9% |
| Participant deferral / active EE | $8,639 | $3,212+168.9% | $4,169+107.2% | $4,648+85.9% |
| Admin fee / account holder | $239 | $589-59.5% | $7,665-96.9% | $430-44.5% |