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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,189 |
CAPITAL SYNERGY PARTNERS2 years Service code 55 · EIN 33-0837865 4400 MACARTHUR BLVD STE 850 · NEWPORT BEACH, CA 92660 | Other Commissions | $52,608 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO CERTIFIED PU Service code 10 · EIN 95-3288054 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $6,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $103 |
Employer contribution per participant 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 | $74,830 | $95,438-21.6% | $135,982-45.0% | $74,473+0.5% |
| Participation rate | 78.4% | 78.2%+0.2pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 20.03% | 32.61%-12.6pp | 68.32%-48.3pp | 34.36%-14.3pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $7,138 | $7,790-8.4% | $7,760-8.0% | $4,530+57.6% |
| Admin fee / account holder | $254 | $259-2.0% | $10,767-97.6% | $347-26.9% |