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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,686 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $984 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,962 | $101,499-35.0% | $147,005-55.1% | $74,546-11.5% |
| Participation rate | 80.8% | 75.5%+5.2pp | 82.2%-1.4pp | 67.2%+13.6pp |
| Annual return | 26.65% | 8732.34%-8705.7pp | 418.76%-392.1pp | 1366.03%-1339.4pp |
| Employer contribution / active EE | $5,983 | $3,811+57.0% | $4,934+21.3% | $2,624+128.0% |
| Participant deferral / active EE | $8,827 | $7,304+20.8% | $8,070+9.4% | $4,347+103.0% |
| Admin fee / account holder | $109 | $1,748-93.8% | $13,006-99.2% | $1,944-94.4% |