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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 | $23,461 |
MOSS ADAMS LLP1 year Service code 99 101 SECOND ST STE 900 · SAN FRANCISCO, CA 94105 | Other Fees | $18,900 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,258 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,091 | $63,456-19.5% | $100,712-49.3% | $64,097-20.3% |
| Participation rate | 100.0% | 49.7%+50.3pp | 69.3%+30.7pp | 55.2%+44.8pp |
| Annual return | 11.28% | 19.65%-8.4pp | 33.27%-22.0pp | 34.64%-23.4pp |
| Employer contribution / active EE | $4,593 | $1,003+358.2% | $2,313+98.6% | $1,891+142.9% |
| Participant deferral / active EE | $5,578 | $2,463+126.4% | $4,085+36.5% | $3,080+81.1% |
| Admin fee / account holder | $298 | $4,808-93.8% | $9,256-96.8% | $3,454-91.4% |