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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,667 | $101,653-29.5% | $147,080-51.3% | $74,459-3.7% |
| Participation rate | 85.6% | 75.6%+10.1pp | 82.2%+3.5pp | 67.2%+18.4pp |
| Annual return | 16.06% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $5,707 | $3,813+49.7% | $4,933+15.7% | $2,626+117.3% |
| Participant deferral / active EE | $9,102 | $7,304+24.6% | $8,066+12.8% | $4,350+109.2% |
| Admin fee / account holder | $23 | $1,752-98.7% | $12,989-99.8% | $1,945-98.8% |