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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 | Shareholder servicing fees; Securitie... | $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 | $50,812+14.0% | $155,602-62.8% | $77,692-25.4% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+17.9pp | 70.6%+25.5pp |
| Annual return | 14.10% | 34.85%-20.7pp | 64.81%-50.7pp | 31.25%-17.1pp |
| Employer contribution / active EE | $3,498 | $1,989+75.9% | $4,675-25.2% | $2,726+28.3% |
| Participant deferral / active EE | $4,824 | $2,822+70.9% | $5,629-14.3% | $4,648+3.8% |
| Admin fee / account holder | $134 | $436-69.2% | $15,923-99.2% | $431-68.8% |