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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 | $67,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,820 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $200 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 99 780 JOHNSON FERRY RD STE 375 · ATLANTA, GA 30342 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,934 | $50,919+13.8% | $155,556-62.8% | $77,762-25.5% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+17.8pp | 70.6%+25.5pp |
| Annual return | 14.10% | 34.84%-20.7pp | 64.84%-50.7pp | 31.27%-17.2pp |
| Employer contribution / active EE | $3,498 | $1,991+75.6% | $4,675-25.2% | $2,728+28.2% |
| Participant deferral / active EE | $4,824 | $2,824+70.8% | $5,631-14.3% | $4,651+3.7% |
| Admin fee / account holder | $134 | $437-69.2% | $15,885-99.2% | $433-68.9% |