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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 46-2772806 2901 CLINT MOORE RD · BOCA RATON, FL 33496 | Contract Administrator | $13,563 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,887 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 04-1590850 8515 EAST ORCHAR ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $369 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,921 | $101,499-49.8% | $147,005-65.4% | $74,546-31.7% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.2%-5.4pp | 67.2%+9.5pp |
| Annual return | 25.73% | 8732.34%-8706.6pp | 418.76%-393.0pp | 1366.03%-1340.3pp |
| Employer contribution / active EE | $3,464 | $3,811-9.1% | $4,934-29.8% | $2,624+32.0% |
| Participant deferral / active EE | $5,893 | $7,304-19.3% | $8,070-27.0% | $4,347+35.6% |
| Admin fee / account holder | $23 | $1,748-98.7% | $13,006-99.8% | $1,944-98.8% |