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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 | $3,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $261 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $119,678 | $64,729+84.9% | $112,263+6.6% | $68,490+74.7% |
| Participation rate | 83.3% | 67.2%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | -19.70% | -11.40%-8.3pp | 27.49%-47.2pp | -7.85%-11.8pp |
| Employer contribution / active EE | $8,965 | $2,746+226.5% | $3,636+146.6% | $2,597+245.3% |
| Participant deferral / active EE | $3,600 | $3,566+1.0% | $4,729-23.9% | $4,028-10.6% |
| Admin fee / account holder | $36 | $5,222-99.3% | $6,410-99.4% | $5,403-99.3% |