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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 | $964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $643 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,069 | $86,940+19.7% | $102,434+1.6% | $80,935+28.6% |
| Participation rate | 93.5% | 72.4%+21.1pp | 76.5%+17.0pp | 67.7%+25.8pp |
| Annual return | 14.35% | 18.89%-4.5pp | 29.46%-15.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $3,233 | $2,370+36.4% | $3,023+6.9% | $2,757+17.3% |
| Participant deferral / active EE | $6,851 | $4,121+66.2% | $5,055+35.5% | $4,299+59.3% |
| Admin fee / account holder | $61 | $8,047-99.2% | $9,462-99.4% | $6,924-99.1% |