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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,936 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,345 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,595 | $50,902-8.5% | $155,534-70.0% | $77,736-40.1% |
| Participation rate | 59.5% | 63.1%-3.6pp | 78.2%-18.8pp | 70.6%-11.1pp |
| Annual return | 20.62% | 34.85%-14.2pp | 64.92%-44.3pp | 31.26%-10.6pp |
| Employer contribution / active EE | $1,856 | $1,991-6.8% | $4,675-60.3% | $2,728-32.0% |
| Participant deferral / active EE | $3,626 | $2,824+28.4% | $5,630-35.6% | $4,651-22.0% |
| Admin fee / account holder | $117 | $437-73.3% | $15,900-99.3% | $433-73.1% |