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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 27 500 QWEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $30,510 |
Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $10,073 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,919 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $30 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,608 | $84,493+3.7% | $125,381-30.1% | $66,938+30.9% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.0pp | 69.8%+23.6pp |
| Annual return | -17.48% | -8.49%-9.0pp | 572.31%-589.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $6,333 | $3,554+78.2% | $4,815+31.5% | $2,545+148.8% |
| Participant deferral / active EE | $6,418 | $6,783-5.4% | $7,448-13.8% | $4,238+51.4% |
| Admin fee / account holder | $153 | $685-77.7% | $10,007-98.5% | $594-74.2% |