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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,085 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,786 |
Service code 55 | Other Commissions | $20,533 |
RETIREMENTPLANS.COM, LLC10+ years Filed as: RETIREMENTPLANS.COM Service code 13 16051 ADDISON ROAD · ADDISON, TX 75001 | Contract Administrator | $1,320 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,886 | $155,364-57.6% | $103,486-36.3% | $77,736-15.2% |
| Participation rate | 53.2% | 85.5%-32.3pp | 80.5%-27.3pp | 70.6%-17.4pp |
| Annual return | 14.45% | 19.01%-4.6pp | 23.93%-9.5pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,393 | $5,949-43.0% | $4,679-27.5% | $2,728+24.4% |
| Participant deferral / active EE | $2,676 | $8,482-68.4% | $6,628-59.6% | $4,651-42.5% |
| Admin fee / account holder | $286 | $503-43.0% | $9,354-96.9% | $433-33.9% |