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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,321 |
Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,423 |
Filed as: EMPOWER ADVISORY GROUP , LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,207 |
MY BENEFITS, LLC8 years Filed as: MY BENEFITS LLC Service code 99 P.O. BOX 745680 · ATLANTA, GA 303745680 | Other Fees | -$3,005 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,666 | $92,076-76.5% | $105,608-79.5% | $77,714-72.1% |
| Participation rate | 93.3% | 81.0%+12.2pp | 75.3%+18.0pp | 70.6%+22.7pp |
| Annual return | 14.98% | 17.84%-2.9pp | 116.50%-101.5pp | 31.26%-16.3pp |
| Employer contribution / active EE | $1,908 | $3,370-43.4% | $3,167-39.7% | $2,727-30.0% |
| Participant deferral / active EE | $3,166 | $5,390-41.3% | $5,010-36.8% | $4,649-31.9% |
| Admin fee / account holder | $156 | $219-28.7% | $11,028-98.6% | $433-64.0% |