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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CWM LLC Service code 27 14600 BRANCH ST · OMAHA, NE 68154 | Advisory (Plan) | $15,116 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15 |
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 | $21,678 | $73,459-70.5% | $178,528-87.9% | $74,429-70.9% |
| Participation rate | 96.9% | 66.5%+30.4pp | 77.1%+19.8pp | 67.2%+29.7pp |
| Annual return | 0.00% | 17.50%-17.5pp | 27.11%-27.1pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,214 | $2,219-45.3% | $3,950-69.3% | $2,625-53.7% |
| Participant deferral / active EE | $1,755 | $4,515-61.1% | $6,278-72.0% | $4,348-59.6% |
| Admin fee / account holder | $124 | $1,812-93.1% | $10,419-98.8% | $1,944-93.6% |