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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 | $83,524 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $31,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,943 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,694 | $46,464+4.8% | $150,298-67.6% | $79,634-38.9% |
| Participation rate | 92.2% | 57.0%+35.3pp | 77.8%+14.5pp | 62.5%+29.7pp |
| Annual return | 18.65% | 27.89%-9.2pp | 62.79%-44.1pp | 36.46%-17.8pp |
| Employer contribution / active EE | $1,219 | $1,512-19.3% | $4,154-70.7% | $2,529-51.8% |
| Participant deferral / active EE | $4,046 | $2,157+87.6% | $5,453-25.8% | $3,835+5.5% |
| Admin fee / account holder | $217 | $891-75.6% | $14,116-98.5% | $1,002-78.3% |