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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,170 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $545 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,227 | $102,661-12.1% | $151,645-40.5% | $66,949+34.8% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.5%+11.9pp | 69.8%+29.5pp |
| Annual return | -20.00% | -10.81%-9.2pp | 3.34%-23.3pp | 1.57%-21.6pp |
| Employer contribution / active EE | $6,654 | $4,184+59.0% | $6,165+7.9% | $2,545+161.4% |
| Participant deferral / active EE | $3,846 | $6,645-42.1% | $8,363-54.0% | $4,239-9.3% |
| Admin fee / account holder | $5 | $630-99.2% | $11,614-100.0% | $594-99.2% |