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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,009 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6300 BRIDGE POINT PKWY BLDG 1 SUITE · AUSTIN, TX 78730 | Advisory (Plan) | $2,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,934-100.0% | $147,005-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 8.61% | 98.24%-89.6pp | 418.76%-410.2pp | 561.95%-553.3pp |
| Employer contribution / active EE | $11,327 | $5,287+114.2% | $4,934+129.6% | $4,661+143.0% |
| Participant deferral / active EE | $5,857 | $8,427-30.5% | $8,070-27.4% | $6,689-12.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |