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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC5 years Service code 27 6802 PARAGON PLACE, SUITE 126 · RICHMOND, VA 23230 | Advisory (Plan) | $25,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,713 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,477 | $76,669-14.6% | $96,520-32.2% | $71,495-8.4% |
| Participation rate | 59.5% | 66.6%-7.1pp | 74.3%-14.9pp | 67.9%-8.5pp |
| Annual return | 17.59% | 48.29%-30.7pp | 35.72%-18.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,557 | $3,031-48.6% | $3,739-58.4% | $2,589-39.9% |
| Participant deferral / active EE | $2,706 | $3,771-28.3% | $4,879-44.5% | $4,291-36.9% |
| Admin fee / account holder | $295 | $2,028-85.4% | $6,733-95.6% | $1,588-81.4% |