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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 | $65,036 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $46,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,913 | $47,163-34.5% | $149,696-79.3% | $74,460-58.5% |
| Participation rate | 88.9% | 63.4%+25.4pp | 78.8%+10.1pp | 70.7%+18.1pp |
| Annual return | 16.25% | 22.75%-6.5pp | 134.46%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $952 | $1,907-50.1% | $4,821-80.3% | $2,638-63.9% |
| Participant deferral / active EE | $3,303 | $2,730+21.0% | $5,682-41.9% | $4,530-27.1% |
| Admin fee / account holder | $186 | $343-45.9% | $13,212-98.6% | $348-46.6% |