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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,155 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,293 |
INVESTMENT PLANNERS INC2 years Filed as: INVESTMENT PLANNERS, INC. Service code 55 PO BOX 170 · DECATUR, IL 625250170 | Other Commissions | $30,035 |
RSM US LLP3 years Filed as: RSM ROC & COMPANY Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $12,600 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $1,895 |
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 | $35,592 | $51,878-31.4% | $68,368-47.9% | $79,634-55.3% |
| Participation rate | 90.0% | 53.7%+36.3pp | 73.8%+16.3pp | 62.5%+27.5pp |
| Annual return | 12.24% | 137.43%-125.2pp | 292.57%-280.3pp | 36.46%-24.2pp |
| Employer contribution / active EE | $2,535 | $1,931+31.3% | $2,649-4.3% | $2,529+0.2% |
| Participant deferral / active EE | $1,363 | $2,577-47.1% | $4,123-66.9% | $3,835-64.5% |
| Admin fee / account holder | $253 | $942-73.1% | $5,150-95.1% | $1,002-74.7% |