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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $108,117 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC Service code 27 5299 DTC BLVD. · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $10,983 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 14.87% | 9.49%+5.4pp | 15.31%-0.4pp | 9.89%+5.0pp |
| Employer contribution / active EE | $21,277 | $12,214+74.2% | $28,686-25.8% | $14,313+48.7% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |