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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $99,260 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $53,641 |
PENSIONMARK FINANCIAL GROUP LLC10+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,855 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $240 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $115 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,363 | $48,698+24.0% | $93,606-35.5% | $199,593-69.8% |
| Participation rate | 96.4% | 63.5%+32.9pp | 68.7%+27.7pp | 72.0%+24.4pp |
| Annual return | 9.07% | 15.34%-6.3pp | 133.20%-124.1pp | 34.25%-25.2pp |
| Employer contribution / active EE | $715 | $1,135-37.0% | $2,420-70.4% | $3,034-76.4% |
| Participant deferral / active EE | $5,769 | $2,817+104.8% | $4,411+30.8% | $5,087+13.4% |
| Admin fee / account holder | $120 | $195-38.6% | $8,285-98.6% | $269-55.5% |