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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 | $92,186+77.0% | $105,624+54.5% | $77,762+109.8% |
| Participation rate | 97.1% | 81.0%+16.0pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 14.02% | 17.83%-3.8pp | 116.20%-102.2pp | 31.27%-17.2pp |
| Employer contribution / active EE | $5,164 | $3,376+53.0% | $3,168+63.0% | $2,728+89.3% |
| Participant deferral / active EE | $8,508 | $5,395+57.7% | $5,013+69.7% | $4,651+82.9% |
| Admin fee / account holder | $224 | $219+2.1% | $10,961-98.0% | $433-48.3% |