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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 | $27,281 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,365 |
BKS RETIREMENT SERVICES5 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $4,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,389 | $106,264-41.3% | $147,117-57.6% | $77,762-19.8% |
| Participation rate | 44.2% | 78.4%-34.2pp | 82.2%-38.0pp | 70.6%-26.4pp |
| Annual return | 19.26% | 56.94%-37.7pp | 420.54%-401.3pp | 31.27%-12.0pp |
| Employer contribution / active EE | $1,181 | $4,074-71.0% | $4,932-76.1% | $2,728-56.7% |
| Participant deferral / active EE | $4,506 | $8,003-43.7% | $8,065-44.1% | $4,651-3.1% |
| Admin fee / account holder | $149 | $334-55.5% | $12,993-98.9% | $433-65.6% |