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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,224 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,979 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,046 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,184 | $76,696-52.8% | $96,515-62.5% | $71,511-49.4% |
| Participation rate | 98.0% | 66.6%+31.5pp | 74.3%+23.7pp | 67.9%+30.1pp |
| Annual return | 23.95% | 48.32%-24.4pp | 35.73%-11.8pp | 28.86%-4.9pp |
| Employer contribution / active EE | $3,125 | $3,032+3.1% | $3,740-16.4% | $2,589+20.7% |
| Participant deferral / active EE | $5,786 | $3,770+53.5% | $4,880+18.6% | $4,291+34.8% |
| Admin fee / account holder | $186 | $2,030-90.8% | $6,735-97.2% | $1,588-88.3% |