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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 | $6,675 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,240 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $0 |
Filed as: FIDUCIARY FIRST LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,654 | $82,678+281.8% | $125,391+151.7% | $68,490+360.9% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $15,515 | $3,382+358.7% | $4,816+222.2% | $2,597+497.5% |
| Participant deferral / active EE | $12,644 | $6,111+106.9% | $7,448+69.8% | $4,028+213.9% |
| Admin fee / account holder | $75 | $6,277-98.8% | $10,009-99.3% | $5,403-98.6% |