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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 | $64,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,363 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $43,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,795 | $82,163-56.4% | $125,381-71.5% | $64,819-44.8% |
| Participation rate | 68.1% | 77.9%-9.8pp | 82.4%-14.3pp | 71.5%-3.4pp |
| Annual return | -15.00% | 3.49%-18.5pp | 572.31%-587.3pp | 32.84%-47.8pp |
| Employer contribution / active EE | $2,628 | $3,616-27.3% | $4,815-45.4% | $2,507+4.8% |
| Participant deferral / active EE | $6,585 | $7,175-8.2% | $7,448-11.6% | $4,311+52.7% |
| Admin fee / account holder | $226 | $163+38.7% | $10,007-97.7% | $188+20.5% |