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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,752 |
PRIVATE ADVISOR GROUP LLC2 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $15,173 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,154 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,569 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,133 | $68,398-31.1% | $94,664-50.2% | $75,173-37.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 80.8%+16.9pp | 67.2%+30.5pp |
| Annual return | 17.82% | 616.72%-598.9pp | 156.84%-139.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,461 | $2,701-45.9% | $3,673-60.2% | $2,671-45.3% |
| Participant deferral / active EE | $8,499 | $6,537+30.0% | $7,417+14.6% | $4,126+106.0% |
| Admin fee / account holder | $268 | $5,324-95.0% | $7,222-96.3% | $5,651-95.3% |