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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $67,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,913 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,081 | $50,860+55.5% | $155,574-49.2% | $77,714+1.8% |
| Participation rate | 68.3% | 63.1%+5.2pp | 78.2%-9.9pp | 70.6%-2.3pp |
| Annual return | 14.94% | 34.86%-19.9pp | 64.87%-49.9pp | 31.26%-16.3pp |
| Employer contribution / active EE | $1,696 | $1,991-14.8% | $4,676-63.7% | $2,727-37.8% |
| Participant deferral / active EE | $3,219 | $2,825+13.9% | $5,629-42.8% | $4,649-30.8% |
| Admin fee / account holder | $19 | $436-95.6% | $15,914-99.9% | $433-95.5% |