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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 | $174,307 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50,510 |
Filed as: GWFS EQUITIES Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,341 | $79,124+44.5% | $60,899+87.8% | $64,814+76.4% |
| Participation rate | 86.6% | 77.7%+8.9pp | 73.1%+13.5pp | 71.5%+15.2pp |
| Annual return | -12.45% | -7.13%-5.3pp | 16.92%-29.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $6,735 | $3,050+120.8% | $2,702+149.2% | $2,507+168.7% |
| Participant deferral / active EE | $3,815 | $3,725+2.4% | $3,817-0.1% | $4,310-11.5% |
| Admin fee / account holder | $170 | $106+61.0% | $3,225-94.7% | $188-9.4% |