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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,651 |
Filed as: COLTON GROOME FINANCIAL ADVISORS LL Service code 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $16,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,270 | $55,470-58.0% | $155,556-85.0% | $74,478-68.8% |
| Participation rate | 85.4% | 61.9%+23.5pp | 78.2%+7.2pp | 67.2%+18.2pp |
| Annual return | 14.52% | 269.80%-255.3pp | 64.84%-50.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,182 | $2,267-3.8% | $4,675-53.3% | $2,626-16.9% |
| Participant deferral / active EE | $3,151 | $2,838+11.0% | $5,631-44.0% | $4,350-27.6% |
| Admin fee / account holder | $242 | $1,744-86.1% | $15,885-98.5% | $1,946-87.6% |