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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 | $73,532-70.5% | $178,505-87.9% | $74,478-70.9% |
| Participation rate | 96.9% | 66.6%+30.3pp | 77.1%+19.8pp | 67.2%+29.7pp |
| Annual return | 0.00% | 17.49%-17.5pp | 27.16%-27.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,214 | $2,221-45.3% | $3,955-69.3% | $2,626-53.8% |
| Participant deferral / active EE | $1,755 | $4,519-61.2% | $6,280-72.1% | $4,350-59.7% |
| Admin fee / account holder | $124 | $1,813-93.1% | $10,428-98.8% | $1,946-93.6% |