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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 | $43,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,704 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,558 | $112,711+53.1% | $170,055+1.5% | $80,187+115.2% |
| Participation rate | 99.8% | 87.4%+12.5pp | 87.0%+12.8pp | 72.9%+26.9pp |
| Annual return | 20.91% | 67.06%-46.1pp | 53.43%-32.5pp | 40.40%-19.5pp |
| Employer contribution / active EE | $32,326 | $4,488+620.3% | $6,790+376.1% | $2,980+984.9% |
| Participant deferral / active EE | $9,340 | $7,861+18.8% | $10,410-10.3% | $5,016+86.2% |
| Admin fee / account holder | $47 | $99-52.8% | $12,828-99.6% | $145-67.6% |