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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 | $16,122 |
ADVUS FINANCIAL PARTNERS LLC5 years Service code 27 631 W MORSE BLVD STE 115 · WINTER PARK, FL 37289 | Advisory (Plan) | $13,251 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $994 |
BKHM PA1 year Service code 10 1900 SUMMIT TOWER BLVD STE 170 · ORLANDO, FL 32810 | Accounting | $672 |
Service code 99 315 E ROBINSON ST STE 200 · ORLANDO, FL 32801 | Other Fees | $583 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,386-100.0% | $199,883-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | -50.70% | 47.75%-98.4pp | 43.81%-94.5pp | 145.39%-196.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |