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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 | $26,495 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,559 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,542 | $103,024-54.8% | $112,040-58.5% | $79,634-41.6% |
| Participation rate | 83.8% | 80.6%+3.3pp | 76.5%+7.3pp | 62.5%+21.3pp |
| Annual return | 9.17% | 17.60%-8.4pp | 24.52%-15.3pp | 36.46%-27.3pp |
| Employer contribution / active EE | $1,663 | $3,015-44.9% | $2,954-43.7% | $2,529-34.3% |
| Participant deferral / active EE | $2,721 | $5,233-48.0% | $5,098-46.6% | $3,835-29.0% |
| Admin fee / account holder | $134 | $465-71.2% | $12,098-98.9% | $1,002-86.7% |