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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $43,220 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,056 |
Service code 13 | Contract Administrator | $6,088 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,435 | $84,482-43.9% | $125,363-62.2% | $66,930-29.1% |
| Participation rate | 79.7% | 76.4%+3.3pp | 82.4%-2.7pp | 69.8%+9.8pp |
| Annual return | -14.50% | -8.49%-6.0pp | 572.15%-586.6pp | 1.57%-16.1pp |
| Employer contribution / active EE | $3,162 | $3,553-11.0% | $4,815-34.3% | $2,545+24.2% |
| Participant deferral / active EE | $8,781 | $6,782+29.5% | $7,447+17.9% | $4,238+107.2% |
| Admin fee / account holder | $249 | $685-63.6% | $10,005-97.5% | $593-58.0% |