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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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,596 | $93,351-65.1% | $62,929-48.2% | $79,634-59.1% |
| Participation rate | 70.7% | 74.6%-3.9pp | 73.1%-2.4pp | 62.5%+8.3pp |
| Annual return | 11.94% | 14.37%-2.4pp | 1063.93%-1052.0pp | 36.46%-24.5pp |
| Employer contribution / active EE | $2,776 | $3,135-11.5% | $2,505+10.8% | $2,529+9.7% |
| Participant deferral / active EE | $1,939 | $3,921-50.6% | $3,888-50.1% | $3,835-49.4% |
| Admin fee / account holder | $163 | $229-28.7% | $5,065-96.8% | $1,002-83.7% |