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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 | $45,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,644 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $1,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,502 | $76,112-37.6% | $96,534-50.8% | $71,511-33.6% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 16.57% | 22.81%-6.2pp | 25.88%-9.3pp | 28.86%-12.3pp |
| Employer contribution / active EE | $2,203 | $2,248-2.0% | $2,965-25.7% | $2,589-14.9% |
| Participant deferral / active EE | $4,869 | $4,217+15.5% | $4,851+0.4% | $4,291+13.5% |
| Admin fee / account holder | $165 | $2,708-93.9% | $8,253-98.0% | $1,588-89.6% |