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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,082 |
BENSLER, LLC3 years Filed as: BENSLER LLC Service code 27 10900 NE 8TH ST, SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $48,202 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,434 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,791 | $90,064-33.6% | $100,392-40.4% | $77,736-23.1% |
| Participation rate | 97.7% | 81.3%+16.4pp | 81.5%+16.2pp | 70.6%+27.1pp |
| Annual return | 16.25% | 20.61%-4.4pp | 49.45%-33.2pp | 31.26%-15.0pp |
| Employer contribution / active EE | $2,303 | $3,043-24.3% | $3,941-41.6% | $2,728-15.6% |
| Participant deferral / active EE | $10,435 | $8,282+26.0% | $8,090+29.0% | $4,651+124.4% |
| Admin fee / account holder | $251 | $172+45.7% | $7,904-96.8% | $433-42.1% |