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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 | $25,056 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $535 |
FREEDOM FIDUCIARIES LLC1+ years Service code 27 250 S 5TH ST STE 680 · BOISE, ID 83702 | Advisory (Plan) | $535 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $763 | $53,216-98.6% | $155,534-99.5% | $199,960-99.6% |
| Participation rate | 71.0% | 64.1%+6.9pp | 78.2%-7.3pp | 72.0%-1.0pp |
| Annual return | 0.00% | 41.18%-41.2pp | 64.92%-64.9pp | 34.28%-34.3pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $511 | $3,164-83.8% | $5,630-90.9% | $5,087-90.0% |
| Admin fee / account holder | $16 | $186-91.6% | $15,900-99.9% | $269-94.2% |