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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 | $20,789 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,838 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,501 | $79,209-14.8% | $102,434-34.1% | $74,459-9.3% |
| Participation rate | 65.6% | 74.8%-9.2pp | 76.5%-10.9pp | 67.2%-1.6pp |
| Annual return | 17.05% | 54.98%-37.9pp | 29.46%-12.4pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $1,072 | $2,362-54.6% | $3,023-64.5% | $2,626-59.2% |
| Participant deferral / active EE | $2,545 | $4,417-42.4% | $5,055-49.7% | $4,350-41.5% |
| Admin fee / account holder | $147 | $2,002-92.7% | $9,462-98.4% | $1,945-92.4% |