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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,334 |
PENSION PLUS INC3 years Filed as: PENSION PLUS, INC Service code 13 PO BOX 366281 · SAN JUAN, PR 009366281 | Contract Administrator | $8,726 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $6,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $4,075 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,201 | $86,897-77.9% | $151,628-87.3% | $64,814-70.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -16.44% | -3.57%-12.9pp | 3.34%-19.8pp | 32.84%-49.3pp |
| Employer contribution / active EE | $420 | $4,010-89.5% | $6,165-93.2% | $2,507-83.3% |
| Participant deferral / active EE | $1,274 | $6,690-81.0% | $8,363-84.8% | $4,310-70.4% |
| Admin fee / account holder | $46 | $153-69.7% | $11,613-99.6% | $188-75.4% |