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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,435 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,533 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,757 | $50,860+56.8% | $155,574-48.7% | $77,714+2.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.19% | 34.86%-21.7pp | 64.87%-51.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $2,904 | $1,991+45.9% | $4,676-37.9% | $2,727+6.5% |
| Participant deferral / active EE | $5,068 | $2,825+79.4% | $5,629-10.0% | $4,649+9.0% |
| Admin fee / account holder | $19 | $436-95.7% | $15,914-99.9% | $433-95.7% |