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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $43,359 |
LBMC, PC2 years Filed as: LBMC PC Service code 99 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Other Fees | $14,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,324 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $50 |
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 | $63,402 | $72,352-12.4% | $142,516-55.5% | $71,511-11.3% |
| Participation rate | 80.3% | 71.7%+8.6pp | 76.8%+3.5pp | 67.9%+12.3pp |
| Annual return | 13.08% | 21.17%-8.1pp | 19.99%-6.9pp | 28.86%-15.8pp |
| Employer contribution / active EE | $5,360 | $3,800+41.0% | $4,849+10.5% | $2,589+107.0% |
| Participant deferral / active EE | $10,226 | $5,288+93.4% | $6,280+62.8% | $4,291+138.3% |
| Admin fee / account holder | $240 | $1,438-83.3% | $10,008-97.6% | $1,588-84.9% |