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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $26,736 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,677 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,080 | $65,437-18.9% | $86,698-38.8% | $66,949-20.7% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | -16.63% | -10.91%-5.7pp | 35.96%-52.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $2,182 | $2,154+1.3% | $2,837-23.1% | $2,545-14.3% |
| Participant deferral / active EE | $3,360 | $4,102-18.1% | $4,656-27.8% | $4,239-20.7% |
| Admin fee / account holder | $21 | $642-96.7% | $7,492-99.7% | $594-96.4% |