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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 | $22,126 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $13,338 |
Participant contribution per participant 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 | $39,939 | $89,067-55.2% | $102,423-61.0% | $77,714-48.6% |
| Participation rate | 81.9% | 80.9%+1.0pp | 76.5%+5.4pp | 70.6%+11.4pp |
| Annual return | 18.06% | 25.01%-6.9pp | 29.42%-11.4pp | 31.26%-13.2pp |
| Employer contribution / active EE | $1,538 | $2,699-43.0% | $3,023-49.1% | $2,727-43.6% |
| Participant deferral / active EE | $2,428 | $5,147-52.8% | $5,054-52.0% | $4,649-47.8% |
| Admin fee / account holder | $107 | $236-54.6% | $9,455-98.9% | $433-75.3% |