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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,103 |
Service code 27 1180 MEDICAL COURT STE A · CARMEL, IN 46038 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,887 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,736 | $55,446+224.2% | $155,574+15.5% | $74,429+141.5% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 16.09% | 269.20%-253.1pp | 64.87%-48.8pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $5,648 | $2,266+149.2% | $4,676+20.8% | $2,625+115.2% |
| Participant deferral / active EE | $6,815 | $2,836+140.3% | $5,629+21.1% | $4,348+56.7% |
| Admin fee / account holder | $240 | $1,743-86.2% | $15,914-98.5% | $1,944-87.6% |