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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,975 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $17,390 |
RANDALL & HURLEY, INC.5 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $4,825 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,313 | $83,045-32.2% | $130,045-56.7% | $71,511-21.3% |
| Participation rate | 97.0% | 74.1%+22.8pp | 78.5%+18.5pp | 67.9%+29.0pp |
| Annual return | 25.69% | 20.61%+5.1pp | -137.30%+163.0pp | 28.86%-3.2pp |
| Employer contribution / active EE | $1,676 | $2,623-36.1% | $4,321-61.2% | $2,589-35.3% |
| Participant deferral / active EE | $4,051 | $4,436-8.7% | $5,820-30.4% | $4,291-5.6% |
| Admin fee / account holder | $218 | $1,727-87.4% | $10,600-97.9% | $1,588-86.3% |