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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 | $70,899 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,821 |
CLEARSTEAD ADVISORS, LLC4+ years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVE E STE 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $7,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,619 | $84,784+55.2% | $98,462+33.7% | $74,478+76.7% |
| Participation rate | 98.4% | 81.5%+16.9pp | 75.2%+23.2pp | 70.7%+27.7pp |
| Annual return | 18.16% | 20.59%-2.4pp | 21.20%-3.0pp | 34.37%-16.2pp |
| Employer contribution / active EE | $5,250 | $3,364+56.1% | $3,049+72.2% | $2,637+99.1% |
| Participant deferral / active EE | $8,715 | $5,218+67.0% | $4,738+83.9% | $4,530+92.4% |
| Admin fee / account holder | $192 | $204-6.0% | $8,875-97.8% | $347-44.6% |