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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 | $11,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,126 |
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 | $29,795 | $45,123-34.0% | $85,240-65.0% | $74,478-60.0% |
| Participation rate | 90.4% | 49.4%+41.0pp | 67.5%+22.8pp | 67.2%+23.1pp |
| Annual return | 10.04% | 26.32%-16.3pp | 66.75%-56.7pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $748 | $1,459-48.7% | $2,735-72.6% | $2,626-71.5% |
| Participant deferral / active EE | $2,302 | $2,736-15.9% | $4,527-49.1% | $4,350-47.1% |
| Admin fee / account holder | $134 | $2,215-93.9% | $6,165-97.8% | $1,946-93.1% |