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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 | $36,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,620 |
MMLIS3 years Service code 27 1295 STATE ST · SPRINGFIELD, MA 01111 | Advisory (Plan) | $12,793 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,067 | $122,042-48.3% | $184,260-65.8% | $74,459-15.3% |
| Participation rate | 75.2% | 85.5%-10.3pp | 86.8%-11.7pp | 67.2%+7.9pp |
| Annual return | 18.30% | 19.91%-1.6pp | 28.84%-10.5pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $5,626 | $4,537+24.0% | $6,427-12.5% | $2,626+114.3% |
| Participant deferral / active EE | $9,353 | $7,143+30.9% | $9,133+2.4% | $4,350+115.0% |
| Admin fee / account holder | $276 | $1,252-77.9% | $13,898-98.0% | $1,945-85.8% |