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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,213 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,822 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,866 | $36,002+58.0% | $161,489-64.8% | $64,728-12.1% |
| Participation rate | 88.1% | 57.4%+30.7pp | 78.7%+9.4pp | 57.9%+30.2pp |
| Annual return | 19.81% | 33.93%-14.1pp | 89.72%-69.9pp | 49.38%-29.6pp |
| Employer contribution / active EE | $2,740 | $1,380+98.7% | $4,268-35.8% | $2,243+22.2% |
| Participant deferral / active EE | $5,177 | $1,815+185.3% | $5,630-8.0% | $2,729+89.7% |
| Admin fee / account holder | $184 | $931-80.2% | $16,006-98.8% | $1,145-83.9% |