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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 | $32,613 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,490 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,484 | $40,435+272.2% | $80,648+86.6% | $74,473+102.1% |
| Participation rate | 98.9% | 47.4%+51.5pp | 67.0%+31.9pp | 70.7%+28.1pp |
| Annual return | 7.04% | 165.22%-158.2pp | 937.21%-930.2pp | 34.36%-27.3pp |
| Employer contribution / active EE | $6,020 | $1,498+301.9% | $2,724+121.0% | $2,638+128.2% |
| Participant deferral / active EE | $5,779 | $2,673+116.2% | $4,443+30.1% | $4,530+27.6% |
| Admin fee / account holder | $162 | $721-77.5% | $5,382-97.0% | $347-53.4% |