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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,911 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,008 |
Filed as: WEALTH ADVISORY SERVICES LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $8,684 |
EMPLOYEE BENEFITS GROUP, LLC7 years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,302 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,220 |
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 | $32,126 | $65,946-51.3% | $81,783-60.7% | $77,671-58.6% |
| Participation rate | 79.9% | 65.8%+14.1pp | 72.4%+7.6pp | 70.6%+9.3pp |
| Annual return | 11.48% | 26.65%-15.2pp | 775.05%-763.6pp | 31.21%-19.7pp |
| Employer contribution / active EE | $1,294 | $2,371-45.4% | $2,913-55.6% | $2,726-52.5% |
| Participant deferral / active EE | $2,091 | $3,507-40.4% | $4,320-51.6% | $4,648-55.0% |
| Admin fee / account holder | $175 | $527-66.8% | $7,380-97.6% | $430-59.4% |