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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,772 |
ERISA SERVICES, INC.4 years Service code 49 12748 KINGSTON PIKE · KNXOVILLE, TN 37934 | Other Services | $23,925 |
RATHER & KITTRELL, INC.4 years Filed as: RATHER & KITTRELL Service code 99 · EIN 91-2046298 | Other Fees | $23,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $3,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,984 | $29,525-18.8% | $56,033-57.2% | $77,736-69.1% |
| Participation rate | 51.9% | 32.7%+19.2pp | 52.5%-0.6pp | 70.6%-18.7pp |
| Annual return | 13.31% | 18.90%-5.6pp | 1711.38%-1698.1pp | 31.26%-18.0pp |
| Employer contribution / active EE | $477 | $569-16.3% | $1,041-54.2% | $2,728-82.5% |
| Participant deferral / active EE | $1,784 | $1,062+68.0% | $1,954-8.7% | $4,651-61.6% |
| Admin fee / account holder | $188 | $1,040-81.9% | $2,827-93.4% | $433-56.7% |