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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 | $59,977 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $32,103 |
MANN ASSOCIATES, INC.3 years Filed as: MANN EYE CENTER PA Service code 99 2316 TIMBER SHADOWS DR STE 208 · KINGWOOD, TX 77339 | Other Fees | $10,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,605 | $46,464+47.7% | $150,298-54.4% | $79,634-13.8% |
| Participation rate | 94.5% | 57.0%+37.5pp | 77.8%+16.7pp | 62.5%+32.0pp |
| Annual return | 17.55% | 27.89%-10.3pp | 62.79%-45.2pp | 36.46%-18.9pp |
| Employer contribution / active EE | $1,781 | $1,512+17.8% | $4,154-57.1% | $2,529-29.6% |
| Participant deferral / active EE | $4,417 | $2,157+104.8% | $5,453-19.0% | $3,835+15.2% |
| Admin fee / account holder | $252 | $891-71.7% | $14,116-98.2% | $1,002-74.8% |