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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $180,127 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $21,554 |
Service code 99 5445 TRIANGLE PKWY STE 400 · PEACHTREE CORNERS, GA 30092 | Other Fees | $15,610 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,017 |
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 | $145,961 | $89,093+63.8% | $102,434+42.5% | $77,736+87.8% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.5%+18.4pp | 70.6%+24.3pp |
| Annual return | 11.70% | 25.03%-13.3pp | 29.46%-17.8pp | 31.26%-19.6pp |
| Employer contribution / active EE | $10,653 | $2,699+294.6% | $3,023+252.4% | $2,728+290.5% |
| Participant deferral / active EE | $8,275 | $5,147+60.8% | $5,055+63.7% | $4,651+77.9% |
| Admin fee / account holder | $280 | $236+18.7% | $9,462-97.0% | $433-35.4% |