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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 | $44,206-19.5% | $94,057-62.2% | $64,728-45.0% |
| Participation rate | 90.0% | 51.0%+39.0pp | 73.3%+16.7pp | 57.9%+32.1pp |
| Annual return | 12.24% | 259.42%-247.2pp | 480.62%-468.4pp | 49.38%-37.1pp |
| Employer contribution / active EE | $2,535 | $1,635+55.0% | $2,933-13.6% | $2,243+13.0% |
| Participant deferral / active EE | $1,363 | $1,902-28.3% | $4,709-71.1% | $2,729-50.1% |
| Admin fee / account holder | $253 | $1,230-79.4% | $7,244-96.5% | $1,145-77.9% |