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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,400 |
STEPHENS INC1+ years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $26,158 |
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,509 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,742 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $1,569 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,671 | $106,247-36.3% | $147,096-54.0% | $77,714-12.9% |
| Participation rate | 85.3% | 78.4%+6.9pp | 82.2%+3.1pp | 70.6%+14.7pp |
| Annual return | 16.37% | 56.87%-40.5pp | 419.75%-403.4pp | 31.26%-14.9pp |
| Employer contribution / active EE | $2,364 | $4,069-41.9% | $4,936-52.1% | $2,727-13.3% |
| Participant deferral / active EE | $6,082 | $7,996-23.9% | $8,071-24.6% | $4,649+30.8% |
| Admin fee / account holder | $40 | $338-88.0% | $13,005-99.7% | $433-90.7% |