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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $36,246 |
Filed as: BLACKBURN, CHILDERS & STEGALL Service code 10 · EIN 62-0647474 | Accounting | $9,125 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,724 | $65,437-69.9% | $86,698-77.2% | $66,949-70.5% |
| Participation rate | 99.6% | 75.5%+24.1pp | 76.6%+23.0pp | 69.8%+29.7pp |
| Annual return | -11.59% | -10.91%-0.7pp | 35.96%-47.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $1,175 | $2,154-45.4% | $2,837-58.6% | $2,545-53.8% |
| Participant deferral / active EE | $887 | $4,102-78.4% | $4,656-80.9% | $4,239-79.1% |
| Admin fee / account holder | $168 | $642-73.8% | $7,492-97.8% | $594-71.7% |