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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 | $55,241 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,754 | $92,186-36.3% | $105,624-44.4% | $77,762-24.4% |
| Participation rate | 79.9% | 81.0%-1.2pp | 75.3%+4.6pp | 70.6%+9.3pp |
| Annual return | 12.73% | 17.83%-5.1pp | 116.20%-103.5pp | 31.27%-18.5pp |
| Employer contribution / active EE | $1,760 | $3,376-47.9% | $3,168-44.4% | $2,728-35.5% |
| Participant deferral / active EE | $2,347 | $5,395-56.5% | $5,013-53.2% | $4,651-49.5% |
| Admin fee / account holder | $117 | $219-46.5% | $10,961-98.9% | $433-72.9% |