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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 | $101,653-35.1% | $147,080-55.2% | $74,459-11.4% |
| Participation rate | 80.8% | 75.6%+5.2pp | 82.2%-1.4pp | 67.2%+13.5pp |
| Annual return | 26.65% | 8754.98%-8728.3pp | 420.17%-393.5pp | 1369.70%-1343.1pp |
| Employer contribution / active EE | $5,983 | $3,813+56.9% | $4,933+21.3% | $2,626+127.9% |
| Participant deferral / active EE | $8,827 | $7,304+20.8% | $8,066+9.4% | $4,350+102.9% |
| Admin fee / account holder | $109 | $1,752-93.8% | $12,989-99.2% | $1,945-94.4% |