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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,553 |
J W COLE FINANCIAL INC2 years Filed as: J W COLE INSURANCE SERVICES INC Service code 55 | Other Commissions | $8,258 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 13 | Contract Administrator | $2,354 |
ASCENSUS LLC5 years Filed as: ADMIN PARTNERS, LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $2,064 |
LPL FINANCIAL1 year Filed as: LPL FINACIAL Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92101 | Advisory (Plan) | $1,421 |
Filed as: EMPOWER LIFE & ANNUITY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75 |
J W COLE FINANCIAL INC1 year Filed as: J W COLE INSURACE SERVICE INC Service code 55 6929 W LINEBAUGH AVE 101 · TAMPA, FL 32082 | Other Commissions | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,031 | $48,337+88.3% | $67,560+34.7% | $80,959+12.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 21.37% | 18.26%+3.1pp | 3533.50%-3512.1pp | 35.67%-14.3pp |
| Employer contribution / active EE | $1,472 | $2,023-27.2% | $2,737-46.2% | $2,757-46.6% |
| Participant deferral / active EE | $6,156 | $2,928+110.2% | $4,004+53.7% | $4,300+43.1% |
| Admin fee / account holder | $223 | $3,695-94.0% | $3,994-94.4% | $6,925-96.8% |