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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 | $21,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,281 | $55,446-47.2% | $155,574-81.2% | $74,429-60.7% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.2pp | 67.2%+17.2pp |
| Annual return | 13.52% | 269.20%-255.7pp | 64.87%-51.3pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,763 | $2,266+21.9% | $4,676-40.9% | $2,625+5.3% |
| Participant deferral / active EE | $5,588 | $2,836+97.0% | $5,629-0.7% | $4,348+28.5% |
| Admin fee / account holder | $163 | $1,743-90.6% | $15,914-99.0% | $1,944-91.6% |