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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 | $31,348 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $13,364 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $729 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,845 | $59,448-16.2% | $93,696-46.8% | $74,459-33.1% |
| Participation rate | 81.3% | 59.6%+21.7pp | 68.7%+12.6pp | 67.2%+14.1pp |
| Annual return | 14.34% | 82.11%-67.8pp | 133.74%-119.4pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,141 | $1,266-9.9% | $2,422-52.9% | $2,626-56.5% |
| Participant deferral / active EE | $3,990 | $3,052+30.8% | $4,417-9.7% | $4,350-8.3% |
| Admin fee / account holder | $211 | $3,027-93.0% | $8,287-97.4% | $1,945-89.1% |