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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $98,329 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,801 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,416 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD STE 610 · STAMFORD, CT 06901 | Recordkeeping | $6,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,844 | $95,438-36.2% | $135,982-55.3% | $74,473-18.3% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 20.27% | 32.61%-12.3pp | 68.32%-48.1pp | 34.36%-14.1pp |
| Employer contribution / active EE | $4,373 | $3,878+12.8% | $4,859-10.0% | $2,638+65.7% |
| Participant deferral / active EE | $14,576 | $7,790+87.1% | $7,760+87.8% | $4,530+221.8% |
| Admin fee / account holder | $168 | $259-34.9% | $10,767-98.4% | $347-51.5% |