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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 | $36,981+18.4% | $69,701-37.2% | $77,671-43.6% |
| Participation rate | 76.6% | 64.2%+12.4pp | 66.4%+10.1pp | 70.6%+6.0pp |
| Annual return | 12.41% | 29.30%-16.9pp | 100.32%-87.9pp | 31.21%-18.8pp |
| Employer contribution / active EE | $600 | $1,267-52.7% | $1,713-65.0% | $2,726-78.0% |
| Participant deferral / active EE | $2,954 | $2,750+7.4% | $2,887+2.3% | $4,648-36.4% |
| Admin fee / account holder | $89 | $511-82.6% | $4,717-98.1% | $430-79.3% |