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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,280 | $55,472+185.3% | $155,567+1.7% | $74,546+112.3% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 11.37% | 268.72%-257.3pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $4,805 | $2,269+111.8% | $4,674+2.8% | $2,624+83.1% |
| Participant deferral / active EE | $9,433 | $2,838+232.4% | $5,628+67.6% | $4,347+117.0% |
| Admin fee / account holder | $31 | $1,743-98.2% | $15,916-99.8% | $1,944-98.4% |