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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,597 |
CORNERSTONE PLANNING GROUP4 years Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $25,231 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $15,912 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,596 | $84,045-61.2% | $77,361-57.9% | $69,255-52.9% |
| Participation rate | 70.7% | 71.8%-1.1pp | 75.0%-4.2pp | 69.0%+1.7pp |
| Annual return | 11.94% | 12.46%-0.5pp | 1011.54%-999.6pp | 26.73%-14.8pp |
| Employer contribution / active EE | $2,776 | $2,954-6.0% | $2,990-7.2% | $2,645+4.9% |
| Participant deferral / active EE | $1,939 | $3,349-42.1% | $3,911-50.4% | $2,890-32.9% |
| Admin fee / account holder | $163 | $239-31.7% | $5,894-97.2% | $733-77.7% |