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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,487 |
Service code 27 6 W 3RD STREET · MANSFIELD, OH 44902 | Advisory (Plan) | $14,427 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $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 | $81,711 | $65,453+24.8% | $86,698-5.8% | $66,938+22.1% |
| Participation rate | 78.7% | 75.5%+3.3pp | 76.6%+2.1pp | 69.8%+8.9pp |
| Annual return | -19.16% | -10.89%-8.3pp | 35.95%-55.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,884 | $2,154+33.9% | $2,837+1.7% | $2,545+13.3% |
| Participant deferral / active EE | $7,262 | $4,102+77.0% | $4,656+56.0% | $4,238+71.3% |
| Admin fee / account holder | $231 | $642-64.0% | $7,493-96.9% | $594-61.1% |