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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 | $14,062 |
AMERICAN REALTY ADVISORS1 year Filed as: AUTRY MUSEUM OF THE AMERICAN WEST Service code 10 4700 WESTERN HERITAGE WAY · LOS ANGELES, CA 90027 | Accounting | $8,500 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $89 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,079 | $52,507-2.7% | $129,406-60.5% | $74,478-31.4% |
| Participation rate | 98.7% | 53.9%+44.8pp | 69.6%+29.0pp | 67.2%+31.4pp |
| Annual return | 14.47% | 15.64%-1.2pp | 9468.18%-9453.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,128 | $1,534+38.7% | $4,155-48.8% | $2,626-19.0% |
| Participant deferral / active EE | $4,262 | $2,801+52.2% | $4,167+2.3% | $4,350-2.0% |
| Admin fee / account holder | $99 | $2,639-96.2% | $7,689-98.7% | $1,946-94.9% |