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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 | $52,450-2.6% | $129,295-60.5% | $74,546-31.5% |
| Participation rate | 98.7% | 53.8%+44.8pp | 69.6%+29.0pp | 67.2%+31.4pp |
| Annual return | 14.47% | 15.65%-1.2pp | 9429.28%-9414.8pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,128 | $1,532+38.9% | $4,157-48.8% | $2,624-18.9% |
| Participant deferral / active EE | $4,262 | $2,797+52.4% | $4,169+2.2% | $4,347-2.0% |
| Admin fee / account holder | $99 | $2,636-96.2% | $7,665-98.7% | $1,944-94.9% |