Filed February 18, 2024
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,201 |
PROSPERA FINANCIAL SERVICES11+ years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 75-1832551 | Advisory (Plan) | $32,617 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,083 |
ARMANINO LLP1 year Filed as: ARMANINO ADVISORY LLC Service code 17 · EIN 94-6214841 | Pension Consulting | $2,942 |
Employer 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 | $44,549 | $110,483-59.7% | $145,433-69.4% | $79,634-44.1% |
| Participation rate | 93.9% | 71.1%+22.8pp | 82.1%+11.8pp | 62.5%+31.5pp |
| Annual return | 18.98% | 24.62%-5.6pp | 66.58%-47.6pp | 36.46%-17.5pp |
| Employer contribution / active EE | $530 | $4,053-86.9% | $4,554-88.4% | $2,529-79.0% |
| Participant deferral / active EE | $5,559 | $7,216-23.0% | $7,897-29.6% | $3,835+45.0% |
| Admin fee / account holder | $220 | $680-67.7% | $13,129-98.3% | $1,002-78.1% |