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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,061 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $27,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,280 | $45,602-18.2% | $117,529-68.3% | $66,949-44.3% |
| Participation rate | 92.8% | 57.6%+35.2pp | 70.6%+22.2pp | 69.8%+23.0pp |
| Annual return | -11.52% | -16.74%+5.2pp | 29.77%-41.3pp | 1.57%-13.1pp |
| Employer contribution / active EE | $3,999 | $1,579+153.3% | $4,179-4.3% | $2,545+57.1% |
| Participant deferral / active EE | $7,486 | $2,845+163.1% | $4,072+83.8% | $4,239+76.6% |
| Admin fee / account holder | $195 | $661-70.4% | $5,645-96.5% | $594-67.1% |