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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,839 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $11,668 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT AGENCY INC Service code 27 100 MADISON ST STE 1400 · SYRACUSE, NY 13202 | Advisory (Plan) | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,167 | $50,919+261.7% | $155,556+18.4% | $77,762+136.8% |
| Participation rate | 89.7% | 63.1%+26.6pp | 78.2%+11.4pp | 70.6%+19.1pp |
| Annual return | 12.79% | 34.84%-22.0pp | 64.84%-52.0pp | 31.27%-18.5pp |
| Employer contribution / active EE | $6,551 | $1,991+229.0% | $4,675+40.1% | $2,728+140.1% |
| Participant deferral / active EE | $7,419 | $2,824+162.7% | $5,631+31.8% | $4,651+59.5% |
| Admin fee / account holder | -$36 | $437-108.3% | $15,885-100.2% | $433-108.4% |