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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,091 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,452 | $99,168-68.3% | $96,576-67.4% | $74,440-57.7% |
| Participation rate | 92.5% | 80.7%+11.8pp | 76.0%+16.5pp | 70.7%+21.8pp |
| Annual return | 17.18% | 22.40%-5.2pp | 25.87%-8.7pp | 34.37%-17.2pp |
| Employer contribution / active EE | $1,127 | $2,570-56.1% | $2,965-62.0% | $2,638-57.3% |
| Participant deferral / active EE | $3,071 | $4,936-37.8% | $4,851-36.7% | $4,529-32.2% |
| Admin fee / account holder | $124 | $225-44.7% | $8,253-98.5% | $348-64.3% |