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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,840 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $4,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,127 | $70,666-87.1% | $169,385-94.6% | $75,181-87.9% |
| Participation rate | 93.4% | 64.8%+28.6pp | 77.2%+16.2pp | 67.2%+26.2pp |
| Annual return | 20.43% | 36.37%-15.9pp | 405.82%-385.4pp | 160.69%-140.3pp |
| Employer contribution / active EE | $2,357 | $2,210+6.6% | $4,012-41.3% | $2,671-11.7% |
| Participant deferral / active EE | $4,285 | $4,308-0.6% | $6,221-31.1% | $4,126+3.8% |
| Admin fee / account holder | $205 | $5,402-96.2% | $9,011-97.7% | $5,650-96.4% |