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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,266 |
Service code 27 8601 SIX FORKS RD STE 400 · RALEIGH, NC 27615 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,829 |
Employer 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 | $85,625 | $101,591-15.7% | $147,096-41.8% | $74,429+15.0% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 13.58% | 8746.45%-8732.9pp | 419.75%-406.2pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,736 | $7,302-21.4% | $8,071-28.9% | $4,348+31.9% |
| Admin fee / account holder | $228 | $1,750-87.0% | $13,005-98.2% | $1,944-88.3% |