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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $55,593 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,651 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $230 |
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 | $62,764 | $47,180+33.0% | $149,723-58.1% | $74,473-15.7% |
| Participation rate | 69.1% | 63.4%+5.7pp | 78.8%-9.7pp | 70.7%-1.7pp |
| Annual return | 17.83% | 22.75%-4.9pp | 134.50%-116.7pp | 34.36%-16.5pp |
| Employer contribution / active EE | $1,719 | $1,907-9.9% | $4,821-64.3% | $2,638-34.8% |
| Participant deferral / active EE | $3,298 | $2,730+20.8% | $5,682-42.0% | $4,530-27.2% |
| Admin fee / account holder | $12 | $343-96.4% | $13,215-99.9% | $347-96.5% |