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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC2 years Service code 26 · EIN 47-2483769 | Advisory (Participants) | $19,171 |
PFG ADVISORS, LLC1 year Filed as: PFG ADVISORS LLC Service code 27 3200 N CENTRAL AVE STE 200 · PHOENIX, AZ 85012 | Advisory (Plan) | $17,036 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,818 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $255 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,286 | $45,109-48.4% | $85,240-72.7% | $77,762-70.1% |
| Participation rate | 93.0% | 48.7%+44.4pp | 67.5%+25.5pp | 70.6%+22.5pp |
| Annual return | 16.02% | 79.55%-63.5pp | 66.75%-50.7pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,743 | $1,602+8.8% | $2,735-36.3% | $2,728-36.1% |
| Participant deferral / active EE | $2,814 | $2,8140% | $4,527-37.8% | $4,651-39.5% |
| Admin fee / account holder | $121 | $915-86.7% | $6,165-98.0% | $433-72.0% |