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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.
The 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 | $88,890-8.6% | $102,423-20.7% | $77,643+4.6% |
| Participation rate | 78.7% | 80.9%-2.2pp | 76.5%+2.2pp | 70.6%+8.1pp |
| Annual return | 11.63% | 24.98%-13.4pp | 29.32%-17.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,631 | $2,698-39.5% | $3,023-46.0% | $2,726-40.2% |
| Participant deferral / active EE | $5,068 | $5,145-1.5% | $5,053+0.3% | $4,647+9.1% |
| Admin fee / account holder | $180 | $235-23.7% | $9,451-98.1% | $430-58.2% |