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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 | $4,136 |
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $2,153 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,856 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,783 | $130,294-24.2% | $170,057-41.9% | $71,529+38.1% |
| Participation rate | 99.3% | 86.2%+13.2pp | 87.0%+12.3pp | 67.9%+31.4pp |
| Annual return | 19.10% | 20.36%-1.3pp | 53.42%-34.3pp | 28.97%-9.9pp |
| Employer contribution / active EE | $6,675 | $4,385+52.2% | $6,790-1.7% | $2,590+157.7% |
| Participant deferral / active EE | $4,000 | $6,928-42.3% | $10,411-61.6% | $4,291-6.8% |
| Admin fee / account holder | $39 | $966-95.9% | $12,826-99.7% | $1,588-97.5% |