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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,542 | $100,061-53.5% | $120,344-61.3% | $64,728-28.1% |
| Participation rate | 83.8% | 79.8%+4.0pp | 76.7%+7.1pp | 57.9%+25.9pp |
| Annual return | 9.17% | 16.53%-7.4pp | 20.30%-11.1pp | 49.38%-40.2pp |
| Employer contribution / active EE | $1,663 | $3,112-46.6% | $3,020-45.0% | $2,243-25.9% |
| Participant deferral / active EE | $2,721 | $4,955-45.1% | $5,135-47.0% | $2,729-0.3% |
| Admin fee / account holder | $134 | $428-68.8% | $12,742-99.0% | $1,145-88.3% |