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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $33,319 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,883 | $56,503+82.1% | $69,890+47.2% | $64,824+58.7% |
| Participation rate | 85.5% | 70.5%+15.0pp | 70.5%+15.0pp | 71.5%+14.0pp |
| Annual return | -17.65% | -13.44%-4.2pp | 190.84%-208.5pp | 32.84%-50.5pp |
| Employer contribution / active EE | $2,249 | $2,046+9.9% | $2,560-12.1% | $2,507-10.3% |
| Participant deferral / active EE | $2,270 | $3,389-33.0% | $3,848-41.0% | $4,311-47.4% |
| Admin fee / account holder | $82 | $160-48.8% | $6,267-98.7% | $188-56.3% |