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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 | $64,966 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,056 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,371 | $46,332-12.9% | $143,799-71.9% | $64,819-37.7% |
| Participation rate | 90.7% | 64.2%+26.5pp | 80.3%+10.4pp | 71.5%+19.3pp |
| Annual return | -15.55% | -10.05%-5.5pp | -0.04%-15.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $2,521 | $1,911+31.9% | $4,952-49.1% | $2,507+0.6% |
| Participant deferral / active EE | $5,555 | $2,647+109.8% | $5,638-1.5% | $4,311+28.9% |
| Admin fee / account holder | $59 | $154-61.6% | $14,677-99.6% | $188-68.5% |