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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,479 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,820 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 99 PARK AVE 16TH FL · NEW YORK, NY 10016 | Advisory (Plan) | $16,842 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $9,664 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $8,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,113 | $116,081-34.4% | $156,181-51.3% | $79,634-4.4% |
| Participation rate | 83.6% | 75.6%+8.0pp | 78.8%+4.8pp | 62.5%+21.1pp |
| Annual return | 15.93% | 15.89%0pp | 64.87%-48.9pp | 36.46%-20.5pp |
| Employer contribution / active EE | $1,379 | $2,828-51.2% | $4,294-67.9% | $2,529-45.5% |
| Participant deferral / active EE | $4,370 | $4,584-4.7% | $6,132-28.7% | $3,835+14.0% |
| Admin fee / account holder | $239 | $854-72.1% | $14,586-98.4% | $1,002-76.2% |