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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,180 |
GROSSMAN YANAK & FORD LLP2 years Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222 | Accounting | $9,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,559 | $82,674+128.1% | $125,381+50.4% | $68,486+175.3% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -16.10% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,021 | $3,382+18.9% | $4,815-16.5% | $2,597+54.9% |
| Participant deferral / active EE | $8,104 | $6,111+32.6% | $7,448+8.8% | $4,028+101.2% |
| Admin fee / account holder | $202 | $6,277-96.8% | $10,007-98.0% | $5,404-96.3% |