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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 | $13,245 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 | Other Commissions | $10,796 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Contract Administrator | $1,815 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,755 | $73,863-52.9% | $143,797-75.8% | $68,490-49.3% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -15.85% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,221 | $3,185+32.5% | $4,952-14.8% | $2,597+62.6% |
| Participant deferral / active EE | $2,060 | $3,385-39.1% | $5,638-63.5% | $4,028-48.9% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |