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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 | $58,969-0.7% | $129,406-54.7% | $77,762-24.7% |
| Participation rate | 96.2% | 59.5%+36.7pp | 69.6%+26.5pp | 70.6%+25.6pp |
| Annual return | 20.09% | 24.78%-4.7pp | 9468.18%-9448.1pp | 31.27%-11.2pp |
| Employer contribution / active EE | $4,879 | $1,959+149.1% | $4,155+17.4% | $2,728+78.8% |
| Participant deferral / active EE | $8,639 | $3,224+167.9% | $4,167+107.3% | $4,651+85.8% |
| Admin fee / account holder | $239 | $593-59.7% | $7,689-96.9% | $433-44.9% |