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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 | $17,553 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,053 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,469 | $99,168-65.2% | $96,534-64.3% | $74,460-53.7% |
| Participation rate | 72.5% | 80.7%-8.2pp | 76.0%-3.5pp | 70.7%+1.7pp |
| Annual return | 1.08% | 22.40%-21.3pp | 25.88%-24.8pp | 34.38%-33.3pp |
| Employer contribution / active EE | $1,288 | $2,570-49.9% | $2,965-56.6% | $2,638-51.2% |
| Participant deferral / active EE | $2,139 | $4,936-56.7% | $4,851-55.9% | $4,530-52.8% |
| Admin fee / account holder | $94 | $225-58.1% | $8,253-98.9% | $348-72.9% |