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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSRNCE CO OF AMER Service code 64 8515 EASTORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,390 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $11,647 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,571 |
Service code 38 · EIN 35-0145825 | Participant Communication | $969 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,233 | $81,331-67.7% | $155,534-83.1% | $80,935-67.6% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 9.53% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,685 | $3,105-45.7% | $4,675-64.0% | $2,757-38.9% |
| Participant deferral / active EE | $3,188 | $3,454-7.7% | $5,630-43.4% | $4,299-25.8% |
| Admin fee / account holder | $184 | $7,999-97.7% | $15,900-98.8% | $6,924-97.3% |