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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 | $104,975 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $170 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,169 | $98,727+11.6% | $113,168-2.6% | $85,563+28.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 10.31% | 17.43%-7.1pp | 24.27%-14.0pp | 31.51%-21.2pp |
| Employer contribution / active EE | $1,959 | $2,907-32.6% | $2,975-34.2% | $2,654-26.2% |
| Participant deferral / active EE | $4,271 | $5,424-21.3% | $5,107-16.4% | $4,375-2.4% |
| Admin fee / account holder | $165 | $357-53.9% | $12,068-98.6% | $834-80.3% |