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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,011 |
Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $14,891 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,549 |
Service code 99 PO BOX 735399 · DALLAS, TX 753735399 | Other Fees | $4,057 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,907 | $80,781-50.6% | $102,437-61.0% | $74,478-46.4% |
| Participation rate | 92.5% | 65.7%+26.9pp | 74.5%+18.0pp | 67.2%+25.3pp |
| Annual return | 14.96% | 27.58%-12.6pp | 24.95%-10.0pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,846 | $3,160+21.7% | $3,871-0.6% | $2,626+46.5% |
| Participant deferral / active EE | $6,470 | $3,862+67.5% | $5,060+27.9% | $4,350+48.7% |
| Admin fee / account holder | $220 | $2,372-90.7% | $8,388-97.4% | $1,946-88.7% |