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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 | $101,591+63.8% | $147,096+13.1% | $74,429+123.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.01% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $12,256 | $3,813+221.5% | $4,936+148.3% | $2,625+366.9% |
| Participant deferral / active EE | $17,217 | $7,302+135.8% | $8,071+113.3% | $4,348+295.9% |
| Admin fee / account holder | $217 | $1,750-87.6% | $13,005-98.3% | $1,944-88.8% |