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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $100,239 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $77,610 |
CLEARSTEAD ADVISORS, LLC3+ years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVE E STE 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $28,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,664 | $81,948+58.2% | $90,767+42.9% | $64,829+100.0% |
| Participation rate | 95.3% | 80.5%+14.8pp | 75.7%+19.6pp | 71.5%+23.8pp |
| Annual return | -17.10% | -12.53%-4.6pp | -12.16%-4.9pp | 32.85%-49.9pp |
| Employer contribution / active EE | $4,803 | $3,067+56.6% | $2,922+64.4% | $2,507+91.6% |
| Participant deferral / active EE | $7,852 | $4,844+62.1% | $4,565+72.0% | $4,312+82.1% |
| Admin fee / account holder | $246 | $157+56.3% | $8,445-97.1% | $188+30.7% |