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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 | $55,198 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $54,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,405 | $89,123-54.7% | $102,460-60.6% | $77,762-48.0% |
| Participation rate | 90.8% | 80.9%+9.9pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 16.01% | 25.05%-9.0pp | 29.47%-13.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,069 | $2,700-60.4% | $3,025-64.7% | $2,728-60.8% |
| Participant deferral / active EE | $3,532 | $5,148-31.4% | $5,056-30.1% | $4,651-24.1% |
| Admin fee / account holder | $136 | $236-42.2% | $9,460-98.6% | $433-68.5% |