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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 | $6,278 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,454 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,319 | $79,961-73.3% | $98,462-78.3% | $75,177-71.6% |
| Participation rate | 88.7% | 70.4%+18.4pp | 75.2%+13.6pp | 67.2%+21.5pp |
| Annual return | 13.04% | 19.75%-6.7pp | 21.17%-8.1pp | 160.75%-147.7pp |
| Employer contribution / active EE | $1,907 | $2,264-15.8% | $3,049-37.4% | $2,671-28.6% |
| Participant deferral / active EE | $2,468 | $3,753-34.2% | $4,738-47.9% | $4,126-40.2% |
| Admin fee / account holder | $97 | $6,842-98.6% | $8,875-98.9% | $5,651-98.3% |