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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 | $22,637 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,809 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,398 | $101,672+177.8% | $147,117+92.0% | $74,478+279.2% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 12.35% | 8757.83%-8745.5pp | 420.54%-408.2pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $8,680 | $3,813+127.6% | $4,932+76.0% | $2,626+230.5% |
| Participant deferral / active EE | $8,566 | $7,305+17.3% | $8,065+6.2% | $4,350+96.9% |
| Admin fee / account holder | $150 | $1,753-91.5% | $12,993-98.8% | $1,946-92.3% |