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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 | $78,061 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,684 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,144 | $92,076+77.2% | $105,608+54.5% | $77,714+109.9% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 14.02% | 17.84%-3.8pp | 116.50%-102.5pp | 31.26%-17.2pp |
| Employer contribution / active EE | $5,164 | $3,370+53.2% | $3,167+63.1% | $2,727+89.4% |
| Participant deferral / active EE | $8,508 | $5,390+57.9% | $5,010+69.8% | $4,649+83.0% |
| Admin fee / account holder | $224 | $219+2.2% | $11,028-98.0% | $433-48.4% |