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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 | $35,797 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $12,467 |
Service code 27 23 INVERNESS CENTER PKWY · BIRMINGHAM, AL 35242 | Advisory (Plan) | $5,497 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,931 | $39,766-9.6% | $66,674-46.1% | $71,012-49.4% |
| Participation rate | 94.9% | 47.7%+47.2pp | 73.7%+21.2pp | 58.6%+36.4pp |
| Annual return | 18.51% | 181.39%-162.9pp | 321.24%-302.7pp | 37.67%-19.2pp |
| Employer contribution / active EE | $2,711 | $1,503+80.3% | $2,620+3.5% | $2,348+15.5% |
| Participant deferral / active EE | $3,538 | $1,868+89.4% | $4,084-13.4% | $3,246+9.0% |
| Admin fee / account holder | $109 | $1,097-90.1% | $5,098-97.9% | $1,167-90.7% |