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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,116 |
FINANCIAL CONSULTING GROUP3 years Filed as: FINANCIAL CONSULTING GROUP, LLC Service code 13 · EIN 62-1657685 9040 GARDEN ARBOR DR · GERMANTOWN, TN 381387819 | Contract Administrator | $5,145 |
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 | $73,326 | $89,225-17.8% | $135,987-46.1% | $74,429-1.5% |
| Participation rate | 99.2% | 69.4%+29.8pp | 76.4%+22.7pp | 67.2%+32.0pp |
| Annual return | 10.40% | 22.76%-12.4pp | 580.01%-569.6pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $3,068 | $2,816+9.0% | $4,214-27.2% | $2,625+16.9% |
| Participant deferral / active EE | $4,949 | $4,597+7.6% | $7,027-29.6% | $4,348+13.8% |
| Admin fee / account holder | $55 | $1,545-96.4% | $6,716-99.2% | $1,944-97.2% |