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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 | $113,455 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,103 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,210 | $89,067-8.8% | $102,423-20.7% | $77,714+4.5% |
| Participation rate | 78.7% | 80.9%-2.2pp | 76.5%+2.2pp | 70.6%+8.1pp |
| Annual return | 11.63% | 25.01%-13.4pp | 29.42%-17.8pp | 31.26%-19.6pp |
| Employer contribution / active EE | $1,631 | $2,699-39.6% | $3,023-46.0% | $2,727-40.2% |
| Participant deferral / active EE | $5,068 | $5,147-1.5% | $5,054+0.3% | $4,649+9.0% |
| Admin fee / account holder | $180 | $236-23.8% | $9,455-98.1% | $433-58.5% |