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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 | $11,858 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,767 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,408 | $41,150-11.5% | $80,627-54.8% | $71,511-49.1% |
| Participation rate | 71.0% | 50.3%+20.8pp | 67.0%+4.0pp | 67.9%+3.1pp |
| Annual return | 15.22% | 38.48%-23.3pp | 936.76%-921.5pp | 28.86%-13.6pp |
| Employer contribution / active EE | $742 | $1,515-51.0% | $2,723-72.8% | $2,589-71.4% |
| Participant deferral / active EE | $2,316 | $2,701-14.3% | $4,443-47.9% | $4,291-46.0% |
| Admin fee / account holder | $126 | $1,841-93.2% | $5,381-97.7% | $1,588-92.1% |