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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 | $49,376 |
CORNERSTONE PLANNING GROUP3 years Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $21,704 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $11,154 |
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 | $28,072 | $91,695-69.4% | $67,575-58.5% | $77,736-63.9% |
| Participation rate | 73.5% | 76.0%-2.5pp | 72.9%+0.6pp | 70.6%+2.9pp |
| Annual return | 11.67% | 14.88%-3.2pp | 3528.98%-3517.3pp | 31.26%-19.6pp |
| Employer contribution / active EE | $1,163 | $3,189-63.5% | $2,736-57.5% | $2,728-57.4% |
| Participant deferral / active EE | $1,926 | $3,912-50.8% | $4,003-51.9% | $4,651-58.6% |
| Admin fee / account holder | $145 | $245-40.7% | $3,993-96.4% | $433-66.5% |