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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,549 | $119,446-62.7% | $150,045-70.3% | $85,563-47.9% |
| Participation rate | 93.9% | 75.4%+18.5pp | 82.3%+11.6pp | 66.0%+28.0pp |
| Annual return | 18.98% | 23.72%-4.7pp | 62.55%-43.6pp | 31.51%-12.5pp |
| Employer contribution / active EE | $530 | $4,078-87.0% | $4,693-88.7% | $2,654-80.0% |
| Participant deferral / active EE | $5,559 | $7,985-30.4% | $7,997-30.5% | $4,375+27.1% |
| Admin fee / account holder | $220 | $548-59.9% | $13,435-98.4% | $834-73.7% |