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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,881 |
Filed as: CETERA WEALTH SERVICES LLC Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $9,173 |
PENSION PLUS INC1 year Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $617 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $287 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
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 | $13,277 | $64,705-79.5% | $62,929-78.9% | $67,986-80.5% |
| Participation rate | 98.3% | 65.6%+32.7pp | 73.1%+25.2pp | 57.2%+41.1pp |
| Annual return | 17.71% | 20.31%-2.6pp | 1063.93%-1046.2pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,593 | $2,376-32.9% | $2,505-36.4% | $2,019-21.1% |
| Participant deferral / active EE | $975 | $3,198-69.5% | $3,888-74.9% | $3,358-71.0% |
| Admin fee / account holder | $150 | $1,428-89.5% | $5,065-97.0% | $3,203-95.3% |