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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 | $20,383 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,410 |
EDBERG & PERRY INC4 years Filed as: EDBERG PERRY LLC Service code 13 6930 E CHAUNCEY LANE, SUITE 120 · PHOENIX, AZ 85054 | Contract Administrator | $3,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,419 | $101,499+64.0% | $147,005+13.2% | $74,546+123.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.01% | 8732.34%-8716.3pp | 418.76%-402.8pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $12,256 | $3,811+221.6% | $4,934+148.4% | $2,624+367.0% |
| Participant deferral / active EE | $17,217 | $7,304+135.7% | $8,070+113.4% | $4,347+296.0% |
| Admin fee / account holder | $217 | $1,748-87.6% | $13,006-98.3% | $1,944-88.8% |