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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,640 |
Service code 27 6W 3RD ST · MANSFIELD, OH 44902 | Advisory (Plan) | $15,700 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,817 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,811 | $79,189+26.0% | $102,457-2.6% | $74,400+34.2% |
| Participation rate | 71.9% | 74.8%-2.9pp | 76.5%-4.6pp | 67.2%+4.7pp |
| Annual return | 24.58% | 54.98%-30.4pp | 29.41%-4.8pp | 1367.51%-1342.9pp |
| Employer contribution / active EE | $2,839 | $2,362+20.2% | $3,022-6.1% | $2,624+8.2% |
| Participant deferral / active EE | $7,131 | $4,415+61.5% | $5,054+41.1% | $4,348+64.0% |
| Admin fee / account holder | $255 | $2,002-87.3% | $9,451-97.3% | $1,944-86.9% |