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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,426 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $52,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,444 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,304 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,645 | $95,417-54.3% | $135,974-67.9% | $74,460-41.4% |
| Participation rate | 95.3% | 78.2%+17.1pp | 81.9%+13.4pp | 70.7%+24.6pp |
| Annual return | 24.47% | 32.76%-8.3pp | 68.30%-43.8pp | 34.38%-9.9pp |
| Employer contribution / active EE | $3,105 | $3,878-19.9% | $4,859-36.1% | $2,638+17.7% |
| Participant deferral / active EE | $6,375 | $7,789-18.2% | $7,760-17.9% | $4,530+40.7% |
| Admin fee / account holder | $230 | $266-13.5% | $10,767-97.9% | $348-33.8% |