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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 | $58,911-0.6% | $129,384-54.7% | $77,736-24.7% |
| Participation rate | 96.2% | 59.4%+36.8pp | 69.6%+26.6pp | 70.6%+25.6pp |
| Annual return | 20.09% | 24.75%-4.7pp | 9461.77%-9441.7pp | 31.26%-11.2pp |
| Employer contribution / active EE | $4,879 | $1,955+149.5% | $4,153+17.5% | $2,728+78.9% |
| Participant deferral / active EE | $8,639 | $3,220+168.3% | $4,166+107.4% | $4,651+85.8% |
| Admin fee / account holder | $239 | $592-59.7% | $7,686-96.9% | $433-44.9% |