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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,355 |
EVERHART ADVISORS3+ years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $22,077 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,543 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,456 | $92,186+26.3% | $105,624+10.3% | $77,762+49.8% |
| Participation rate | 81.4% | 81.0%+0.4pp | 75.3%+6.2pp | 70.6%+10.9pp |
| Annual return | 282.40% | 17.83%+264.6pp | 116.20%+166.2pp | 31.27%+251.1pp |
| Employer contribution / active EE | $1,272 | $3,376-62.3% | $3,168-59.8% | $2,728-53.4% |
| Participant deferral / active EE | $4,409 | $5,395-18.3% | $5,013-12.0% | $4,651-5.2% |
| Admin fee / account holder | $230 | $219+5.1% | $10,961-97.9% | $433-46.8% |