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 | $26,408 |
PROSPERA FINANCIAL SERVICES9+ years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 75-1832551 | Advisory (Plan) | $21,018 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,062 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 17 · EIN 94-6214841 | Pension Consulting | $2,825 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,479 | $95,417-69.1% | $135,974-78.3% | $74,460-60.4% |
| Participation rate | 85.9% | 78.2%+7.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 21.25% | 32.76%-11.5pp | 68.30%-47.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $862 | $3,878-77.8% | $4,859-82.3% | $2,638-67.3% |
| Participant deferral / active EE | $4,243 | $7,789-45.5% | $7,760-45.3% | $4,530-6.3% |
| Admin fee / account holder | $148 | $266-44.2% | $10,767-98.6% | $348-57.3% |