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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 | $36,223 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,823 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $14,597 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,990 | $106,247-39.8% | $147,096-56.5% | $77,714-17.7% |
| Participation rate | 78.3% | 78.4%0pp | 82.2%-3.8pp | 70.6%+7.8pp |
| Annual return | 16.02% | 56.87%-40.9pp | 419.75%-403.7pp | 31.26%-15.2pp |
| Employer contribution / active EE | $2,965 | $4,069-27.1% | $4,936-39.9% | $2,727+8.7% |
| Participant deferral / active EE | $6,054 | $7,996-24.3% | $8,071-25.0% | $4,649+30.2% |
| Admin fee / account holder | $245 | $338-27.5% | $13,005-98.1% | $433-43.4% |