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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 | $29,546-18.8% | $56,441-57.5% | $77,671-69.1% |
| Participation rate | 51.9% | 32.7%+19.2pp | 52.5%-0.6pp | 70.6%-18.7pp |
| Annual return | 13.31% | 19.01%-5.7pp | 1704.21%-1690.9pp | 31.21%-17.9pp |
| Employer contribution / active EE | $477 | $568-16.1% | $1,039-54.1% | $2,726-82.5% |
| Participant deferral / active EE | $1,784 | $1,061+68.2% | $1,953-8.6% | $4,648-61.6% |
| Admin fee / account holder | $188 | $1,046-82.0% | $2,829-93.4% | $430-56.4% |