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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 | $19,538 |
REGIONS BANK3+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $14,434 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $958 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,284 | $88,203-56.6% | $165,100-76.8% | $74,478-48.6% |
| Participation rate | 99.2% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 19.34% | 17.13%+2.2pp | 70.21%-50.9pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $2,494 | $2,601-4.1% | $4,348-42.6% | $2,626-5.1% |
| Participant deferral / active EE | $4,981 | $4,505+10.6% | $6,035-17.5% | $4,350+14.5% |
| Admin fee / account holder | $246 | $2,235-89.0% | $12,696-98.1% | $1,946-87.4% |