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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,703 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,925 | $79,209-15.5% | $102,434-34.7% | $74,459-10.1% |
| Participation rate | 85.2% | 74.8%+10.4pp | 76.5%+8.6pp | 67.2%+17.9pp |
| Annual return | 15.00% | 54.98%-40.0pp | 29.46%-14.5pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $2,203 | $2,362-6.7% | $3,023-27.1% | $2,626-16.1% |
| Participant deferral / active EE | $5,065 | $4,417+14.7% | $5,055+0.2% | $4,350+16.5% |
| Admin fee / account holder | $39 | $2,002-98.0% | $9,462-99.6% | $1,945-98.0% |