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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 | $4,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,869 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,289 | $62,166-44.8% | $81,353-57.9% | $74,459-53.9% |
| Participation rate | 72.7% | 64.1%+8.6pp | 69.5%+3.1pp | 67.2%+5.5pp |
| Annual return | 13.53% | 16.50%-3.0pp | 24.82%-11.3pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,038 | $1,881+8.4% | $2,464-17.3% | $2,626-22.4% |
| Participant deferral / active EE | $3,629 | $3,223+12.6% | $3,885-6.6% | $4,350-16.6% |
| Admin fee / account holder | $38 | $1,925-98.0% | $5,766-99.3% | $1,945-98.0% |