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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER NNUITY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,693 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,932 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $697 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKKWY · AUSTIN, TX 78730 | Other Fees | $697 |
Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 P O BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,540 | $65,092-90.0% | $143,799-95.5% | $66,938-90.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.13% | -11.14%-1.0pp | -0.04%-12.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $559 | $2,362-76.3% | $4,952-88.7% | $2,545-78.0% |
| Participant deferral / active EE | $1,452 | $2,920-50.3% | $5,638-74.2% | $4,238-65.7% |
| Admin fee / account holder | $141 | $502-72.0% | $14,677-99.0% | $594-76.3% |