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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 | $95,329 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,427 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,410 | $107,218+122.4% | $115,768+105.9% | $79,634+199.4% |
| Participation rate | 97.3% | 76.8%+20.5pp | 74.4%+22.9pp | 62.5%+34.8pp |
| Annual return | 15.71% | 15.41%+0.3pp | 100.46%-84.8pp | 36.46%-20.8pp |
| Employer contribution / active EE | $5,215 | $3,627+43.8% | $2,940+77.4% | $2,529+106.2% |
| Participant deferral / active EE | $11,995 | $5,091+135.6% | $4,917+144.0% | $3,835+212.8% |
| Admin fee / account holder | $226 | $576-60.7% | $12,439-98.2% | $1,002-77.4% |