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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 | $57,605 |
Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $23,508 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,417 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,016 | $106,247-36.0% | $147,096-53.8% | $77,714-12.5% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 14.09% | 56.87%-42.8pp | 419.75%-405.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $205 | $4,069-95.0% | $4,936-95.8% | $2,727-92.5% |
| Participant deferral / active EE | $7,676 | $7,996-4.0% | $8,071-4.9% | $4,649+65.1% |
| Admin fee / account holder | $279 | $338-17.5% | $13,005-97.9% | $433-35.6% |