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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 | $28,314 |
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $16,407 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,682 | $72,303-90.8% | $86,698-92.3% | $64,824-89.7% |
| Participation rate | 92.6% | 80.4%+12.2pp | 76.6%+16.0pp | 71.5%+21.1pp |
| Annual return | -14.95% | 392.77%-407.7pp | 35.96%-50.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $688 | $2,393-71.3% | $2,837-75.8% | $2,507-72.6% |
| Participant deferral / active EE | $1,679 | $4,660-64.0% | $4,656-63.9% | $4,311-61.1% |
| Admin fee / account holder | $85 | $174-51.2% | $7,492-98.9% | $188-54.8% |