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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QDRO CONSULTANTS COMPANY,LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8 |
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 | $132,430 | $79,124+67.4% | $60,899+117.5% | $64,814+104.3% |
| Participation rate | 61.5% | 77.7%-16.2pp | 73.1%-11.6pp | 71.5%-10.0pp |
| Annual return | -13.47% | -7.13%-6.3pp | 16.92%-30.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $6,683 | $3,050+119.1% | $2,702+147.3% | $2,507+166.6% |
| Participant deferral / active EE | $4,517 | $3,725+21.3% | $3,817+18.3% | $4,310+4.8% |
| Admin fee / account holder | $1 | $106-99.3% | $3,225-100.0% | $188-99.6% |