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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 | $13,354 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,743 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,093 | $37,463-14.3% | $77,096-58.4% | $66,938-52.1% |
| Participation rate | 89.1% | 52.9%+36.2pp | 67.9%+21.2pp | 69.8%+19.3pp |
| Annual return | -15.85% | -3.25%-12.6pp | 42.35%-58.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $806 | $1,535-47.5% | $2,814-71.4% | $2,545-68.3% |
| Participant deferral / active EE | $2,403 | $2,621-8.3% | $4,429-45.7% | $4,238-43.3% |
| Admin fee / account holder | $131 | $568-76.9% | $5,428-97.6% | $594-77.9% |