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| Provider | Service type | Compensation |
|---|---|---|
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 64 · EIN 23-3038464 | Recordkeeping Fees | $29,136 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $329 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,782 | $36,806+19.0% | $69,623-37.1% | $77,736-43.7% |
| Participation rate | 76.6% | 64.4%+12.2pp | 66.4%+10.1pp | 70.6%+6.0pp |
| Annual return | 12.41% | 38.81%-26.4pp | 101.23%-88.8pp | 31.26%-18.9pp |
| Employer contribution / active EE | $600 | $1,257-52.3% | $1,709-64.9% | $2,728-78.0% |
| Participant deferral / active EE | $2,954 | $2,738+7.9% | $2,890+2.2% | $4,651-36.5% |
| Admin fee / account holder | $89 | $507-82.4% | $4,696-98.1% | $433-79.5% |