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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 | $1,525 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,009 | $79,209+131.0% | $102,434+78.7% | $74,459+145.8% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 16.05% | 54.98%-38.9pp | 29.46%-13.4pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $5,753 | $2,362+143.5% | $3,023+90.3% | $2,626+119.1% |
| Participant deferral / active EE | $11,419 | $4,417+158.5% | $5,055+125.9% | $4,350+162.5% |
| Admin fee / account holder | $12 | $2,002-99.4% | $9,462-99.9% | $1,945-99.4% |