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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 | $125,649 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $39,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,571 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,160 | $58,911-69.2% | $129,384-86.0% | $77,736-76.6% |
| Participation rate | 100.0% | 59.4%+40.6pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 10.70% | 24.75%-14.0pp | 9461.77%-9451.1pp | 31.26%-20.6pp |
| Employer contribution / active EE | $1,778 | $1,955-9.1% | $4,153-57.2% | $2,728-34.8% |
| Participant deferral / active EE | $2,395 | $3,220-25.6% | $4,166-42.5% | $4,651-48.5% |
| Admin fee / account holder | $149 | $592-74.8% | $7,686-98.1% | $433-65.6% |