Filed March 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,847 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $22,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,251 | $83,884-13.9% | $64,097+12.7% | $74,473-3.0% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.3%+13.4pp | 70.7%+15.0pp |
| Annual return | 15.33% | 16.57%-1.2pp | 33.75%-18.4pp | 34.36%-19.0pp |
| Employer contribution / active EE | $4,126 | $3,084+33.8% | $2,750+50.1% | $2,638+56.4% |
| Participant deferral / active EE | $3,992 | $3,692+8.1% | $3,881+2.9% | $4,530-11.9% |
| Admin fee / account holder | $182 | $196-7.0% | $3,070-94.1% | $347-47.5% |