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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,911 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $42,307 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,721 |
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE · SHREWBURY, NJ 07702 | Contract Administrator | $16,631 |
WARREN AVERETT, LLC1 year Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $12,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,336 | $106,264-83.7% | $147,117-88.2% | $77,762-77.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 14.64% | 56.94%-42.3pp | 420.54%-405.9pp | 31.27%-16.6pp |
| Employer contribution / active EE | $2,928 | $4,074-28.1% | $4,932-40.6% | $2,728+7.3% |
| Participant deferral / active EE | $3,970 | $8,003-50.4% | $8,065-50.8% | $4,651-14.6% |
| Admin fee / account holder | $179 | $334-46.5% | $12,993-98.6% | $433-58.7% |