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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,088 |
DA DAVIDSON & CO2 years Filed as: DA DAVIDSON & COMPANY Service code 55 8TH 3RD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $35,647 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,886 | $47,163-30.3% | $149,696-78.0% | $74,460-55.8% |
| Participation rate | 77.3% | 63.4%+13.9pp | 78.8%-1.4pp | 70.7%+6.6pp |
| Annual return | 15.77% | 22.75%-7.0pp | 134.46%-118.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,785 | $1,907-6.4% | $4,821-63.0% | $2,638-32.3% |
| Participant deferral / active EE | $2,865 | $2,730+4.9% | $5,682-49.6% | $4,530-36.8% |
| Admin fee / account holder | $184 | $343-46.2% | $13,212-98.6% | $348-47.0% |