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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,677 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,704 |
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC. Service code 13 · EIN 94-3322438 6010 20TH STREET EAST, SUITE 1 · TACOMA, WA 98424 | Contract Administrator | $3,990 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,315 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,453 | $93,598-74.9% | $135,974-82.8% | $75,173-68.8% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 17.81% | 30.89%-13.1pp | 68.30%-50.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,540 | $3,538-56.5% | $4,859-68.3% | $2,671-42.4% |
| Participant deferral / active EE | $7,037 | $6,405+9.9% | $7,760-9.3% | $4,126+70.5% |
| Admin fee / account holder | $221 | $6,978-96.8% | $10,767-97.9% | $5,651-96.1% |