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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,055 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $91 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
Filed as: LINCOLN FINANCIAL SECURITIRD Service code 55 P O BOX 2201 · FORTH WANE IN, IN 46801 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,210 | $138,102-89.0% | $125,381-87.9% | $134,532-88.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.65% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $433 | $5,245-91.7% | $4,815-91.0% | $4,741-90.9% |
| Participant deferral / active EE | $2,082 | $7,801-73.3% | $7,448-72.1% | $6,401-67.5% |
| Admin fee / account holder | $230 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |