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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,358 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,564 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,078 | $84,499-38.4% | $125,391-58.5% | $66,949-22.2% |
| Participation rate | 97.5% | 76.4%+21.1pp | 82.4%+15.1pp | 69.8%+27.7pp |
| Annual return | -15.85% | -8.49%-7.4pp | 572.41%-588.3pp | 1.57%-17.4pp |
| Employer contribution / active EE | $2,328 | $3,554-34.5% | $4,816-51.7% | $2,545-8.5% |
| Participant deferral / active EE | $7,859 | $6,785+15.8% | $7,448+5.5% | $4,239+85.4% |
| Admin fee / account holder | $207 | $685-69.7% | $10,009-97.9% | $594-65.1% |