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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,366 |
Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $1,593 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $561 |
Filed as: EVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $152 |
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 | $4,097 | $54,729-92.5% | $86,235-95.2% | $71,529-94.3% |
| Participation rate | 92.7% | 60.1%+32.6pp | 69.0%+23.8pp | 67.9%+24.8pp |
| Annual return | 60.11% | 20.07%+40.0pp | 1170.03%-1109.9pp | 28.97%+31.1pp |
| Employer contribution / active EE | $1,461 | $1,267+15.3% | $2,381-38.7% | $2,590-43.6% |
| Participant deferral / active EE | $2,383 | $3,110-23.4% | $3,987-40.2% | $4,291-44.5% |
| Admin fee / account holder | $57 | $1,921-97.0% | $6,856-99.2% | $1,588-96.4% |