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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,354 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,910 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,210 | $50,860-17.0% | $155,574-72.9% | $77,714-45.7% |
| Participation rate | 89.0% | 63.1%+25.8pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 9.95% | 34.86%-24.9pp | 64.87%-54.9pp | 31.26%-21.3pp |
| Employer contribution / active EE | $1,036 | $1,991-48.0% | $4,676-77.8% | $2,727-62.0% |
| Participant deferral / active EE | $4,531 | $2,825+60.4% | $5,629-19.5% | $4,649-2.5% |
| Admin fee / account holder | $192 | $436-55.9% | $15,914-98.8% | $433-55.6% |