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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 | $101,591-35.1% | $147,096-55.2% | $74,429-11.4% |
| Participation rate | 80.8% | 75.5%+5.2pp | 82.2%-1.4pp | 67.2%+13.6pp |
| Annual return | 26.65% | 8746.45%-8719.8pp | 419.75%-393.1pp | 1368.38%-1341.7pp |
| Employer contribution / active EE | $5,983 | $3,813+56.9% | $4,936+21.2% | $2,625+127.9% |
| Participant deferral / active EE | $8,827 | $7,302+20.9% | $8,071+9.4% | $4,348+103.0% |
| Admin fee / account holder | $109 | $1,750-93.8% | $13,005-99.2% | $1,944-94.4% |