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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,287 |
BDO USA, LLP2 years Service code 10 10200 GRAND CENTRAL AVE, SUITE 320 · OWINGS MILLS, MD 21117 | Accounting | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,768 | $65,555+96.4% | $86,216+49.4% | $75,173+71.3% |
| Participation rate | 94.3% | 60.5%+33.8pp | 69.0%+25.3pp | 67.2%+27.1pp |
| Annual return | -6.79% | 46.07%-52.9pp | 1169.42%-1176.2pp | 160.72%-167.5pp |
| Employer contribution / active EE | $1,474 | $1,553-5.1% | $2,382-38.1% | $2,671-44.8% |
| Participant deferral / active EE | $2,237 | $3,023-26.0% | $3,986-43.9% | $4,126-45.8% |
| Admin fee / account holder | $272 | $5,469-95.0% | $6,853-96.0% | $5,651-95.2% |