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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,747 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $156 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
STRINGER RESOURCE GROUP5 years Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,168 | $30,421-79.7% | $56,077-89.0% | $74,429-91.7% |
| Participation rate | 71.4% | 32.9%+38.6pp | 52.5%+18.9pp | 67.2%+4.2pp |
| Annual return | 8.03% | 24.94%-16.9pp | 1709.28%-1701.2pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $638 | $1,175-45.7% | $1,954-67.4% | $4,348-85.3% |
| Admin fee / account holder | $56 | $2,363-97.6% | $2,825-98.0% | $1,944-97.1% |