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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 | $83,575-61.0% | $66,439-50.9% | $65,191-50.0% |
| Participation rate | 70.7% | 71.6%-0.8pp | 74.5%-3.8pp | 63.0%+7.7pp |
| Annual return | 11.94% | 12.38%-0.4pp | 757.66%-745.7pp | 51.24%-39.3pp |
| Employer contribution / active EE | $2,776 | $2,903-4.4% | $2,637+5.3% | $2,400+15.6% |
| Participant deferral / active EE | $1,939 | $3,365-42.4% | $3,876-50.0% | $2,671-27.4% |
| Admin fee / account holder | $163 | $234-30.2% | $6,173-97.4% | $907-82.0% |