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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 | $20,315 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $15,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $227 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,715 | $102,429-36.8% | $147,096-56.0% | $80,925-20.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.55% | 135.02%-113.5pp | 419.75%-398.2pp | 35.65%-14.1pp |
| Employer contribution / active EE | $7,108 | $3,716+91.3% | $4,936+44.0% | $2,756+157.9% |
| Participant deferral / active EE | $11,658 | $6,649+75.4% | $8,071+44.4% | $4,299+171.2% |
| Admin fee / account holder | $297 | $7,957-96.3% | $13,005-97.7% | $6,940-95.7% |