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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $31,167 |
BROAD STREET CAPITAL ADVISORS, LLC10+ years Service code 27 124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $27,852 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICE OF GEORGIA Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $18,019 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES OF GA, LLC Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $6,201 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 HIGHWAY 169 N STE 900 · MINNEAPOLIS, MN 55441 | Advisory (Plan) | $5,678 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,013 |
Employer contribution per participant 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 | $25,028 | $50,902-50.8% | $155,534-83.9% | $77,736-67.8% |
| Participation rate | 96.6% | 63.1%+33.5pp | 78.2%+18.4pp | 70.6%+26.0pp |
| Annual return | 14.07% | 34.85%-20.8pp | 64.92%-50.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $154 | $1,991-92.3% | $4,675-96.7% | $2,728-94.3% |
| Participant deferral / active EE | $4,021 | $2,824+42.4% | $5,630-28.6% | $4,651-13.5% |
| Admin fee / account holder | $118 | $437-73.0% | $15,900-99.3% | $433-72.8% |