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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,023 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $14,527 |
QRPS, INC.5 years Service code 13 2724 DISCOVERY DR · RALEIGH, NC 27616 | Contract Administrator | $10,811 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,941 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60678 | Other Fees | $1,157 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,444 | $60,305-34.6% | $81,780-51.8% | $74,400-47.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.95% | 16.89%-1.9pp | 776.27%-761.3pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $3,889 | $2,623+48.3% | $2,914+33.5% | $2,624+48.2% |
| Participant deferral / active EE | $3,693 | $3,390+8.9% | $4,321-14.5% | $4,348-15.1% |
| Admin fee / account holder | $242 | $1,484-83.7% | $7,384-96.7% | $1,944-87.5% |