Filed August 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,080 |
FGMK, LLC1 year Service code 10 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Accounting | $5,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,267 | $92,076-29.1% | $105,607-38.2% | $77,736-16.0% |
| Participation rate | 98.5% | 81.0%+17.5pp | 75.3%+23.3pp | 70.6%+27.9pp |
| Annual return | 21.58% | 17.84%+3.7pp | 116.11%-94.5pp | 31.26%-9.7pp |
| Employer contribution / active EE | $5,886 | $3,370+74.6% | $3,167+85.8% | $2,728+115.8% |
| Participant deferral / active EE | $7,194 | $5,390+33.5% | $5,011+43.6% | $4,651+54.7% |
| Admin fee / account holder | $72 | $219-67.3% | $10,958-99.3% | $433-83.5% |