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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,142 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $32,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,792 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,111 | $76,107-55.2% | $96,576-64.7% | $71,495-52.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 76.0%+11.5pp | 67.9%+19.6pp |
| Annual return | 15.34% | 22.81%-7.5pp | 25.87%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,180 | $2,247-3.0% | $2,965-26.5% | $2,589-15.8% |
| Participant deferral / active EE | $3,454 | $4,218-18.1% | $4,851-28.8% | $4,291-19.5% |
| Admin fee / account holder | $276 | $2,708-89.8% | $8,253-96.7% | $1,588-82.6% |