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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $21,029 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,137 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,136 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,971 | $47,180+50.4% | $149,723-52.6% | $74,473-4.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 18.35% | 22.75%-4.4pp | 134.50%-116.1pp | 34.36%-16.0pp |
| Employer contribution / active EE | $2,759 | $1,907+44.7% | $4,821-42.8% | $2,638+4.6% |
| Participant deferral / active EE | $4,908 | $2,730+79.8% | $5,682-13.6% | $4,530+8.3% |
| Admin fee / account holder | $11 | $343-96.8% | $13,215-99.9% | $347-96.9% |