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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,422 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,536 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,737 | $82,163-45.6% | $125,363-64.3% | $64,814-31.0% |
| Participation rate | 77.2% | 77.9%-0.7pp | 82.4%-5.2pp | 71.5%+5.7pp |
| Annual return | -14.28% | 3.49%-17.8pp | 572.15%-586.4pp | 32.84%-47.1pp |
| Employer contribution / active EE | $2,571 | $3,616-28.9% | $4,815-46.6% | $2,507+2.6% |
| Participant deferral / active EE | $5,354 | $7,175-25.4% | $7,447-28.1% | $4,310+24.2% |
| Admin fee / account holder | $215 | $163+31.7% | $10,005-97.9% | $188+14.4% |