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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,155 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,728 |
PREMIER RETIREMENT SERVICES, INC.10+ years Service code 13 · EIN 93-1327877 | Contract Administrator | $16,986 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,380 | $55,437+120.8% | $155,534-21.3% | $74,459+64.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.74% | 269.58%-255.8pp | 64.92%-51.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $7,031 | $2,266+210.3% | $4,675+50.4% | $2,626+167.7% |
| Participant deferral / active EE | $7,044 | $2,837+148.3% | $5,630+25.1% | $4,350+61.9% |
| Admin fee / account holder | $242 | $1,742-86.1% | $15,900-98.5% | $1,945-87.6% |