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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $220,196 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,357 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $12,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,122 | $122,219-45.1% | $147,096-54.4% | $199,921-66.4% |
| Participation rate | 96.5% | 78.3%+18.3pp | 82.2%+14.4pp | 72.0%+24.5pp |
| Annual return | 14.64% | 30.59%-15.9pp | 419.75%-405.1pp | 34.28%-19.6pp |
| Employer contribution / active EE | $2,765 | $4,096-32.5% | $4,936-44.0% | $3,035-8.9% |
| Participant deferral / active EE | $5,208 | $8,503-38.7% | $8,071-35.5% | $5,089+2.3% |
| Admin fee / account holder | $176 | $179-1.9% | $13,005-98.6% | $269-34.7% |