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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUNITY INSURANCE CO.OF AM Service code 64 · EIN 84-1631634 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80112 | Recordkeeping Fees | $25,552 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCAHD ROAD · GREENWOOD VILLAGE, CO 80112 | Investment Management | $16,490 |
Service code 27 · EIN 91-1325756 6800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $11,838 |
OSBORNE & ASSOCIATES, INC.5 years Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 203 · MODESTO, CA 95356 | Contract Administrator | $9,700 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,121 | $80,763-66.4% | $102,412-73.5% | $74,459-63.6% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.6pp |
| Annual return | 21.14% | 27.57%-6.4pp | 24.94%-3.8pp | 1369.70%-1348.6pp |
| Employer contribution / active EE | $597 | $3,160-81.1% | $3,870-84.6% | $2,626-77.3% |
| Participant deferral / active EE | $3,197 | $3,862-17.2% | $5,060-36.8% | $4,350-26.5% |
| Admin fee / account holder | $196 | $2,371-91.7% | $8,388-97.7% | $1,945-89.9% |