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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,899 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,523 |
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $8,944 |
OSBORNE & ASSOCIATES, INC.5 years Filed as: OSBORNE & ASSOCIATES INC. Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Contract Administrator | $4,650 |
Filed as: OSBORNE & ASSOCIATES INC Service code 13 | Contract Administrator | $3,272 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,228 | $51,166-58.5% | $70,544-69.9% | $71,511-70.3% |
| Participation rate | 80.7% | 59.4%+21.3pp | 68.4%+12.3pp | 67.9%+12.7pp |
| Annual return | 14.56% | 42.71%-28.2pp | 32.79%-18.2pp | 28.86%-14.3pp |
| Employer contribution / active EE | $1,394 | $1,793-22.3% | $2,976-53.2% | $2,589-46.2% |
| Participant deferral / active EE | $1,877 | $3,031-38.1% | $4,568-58.9% | $4,291-56.3% |
| Admin fee / account holder | $224 | $2,000-88.8% | $6,427-96.5% | $1,588-85.9% |