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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 | $13,346 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,227 | $50,820-24.8% | $155,567-75.4% | $77,671-50.8% |
| Participation rate | 37.8% | 63.1%-25.4pp | 78.2%-40.4pp | 70.6%-32.8pp |
| Annual return | 14.53% | 34.85%-20.3pp | 64.74%-50.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $530 | $1,993-73.4% | $4,674-88.7% | $2,726-80.6% |
| Participant deferral / active EE | $1,211 | $2,823-57.1% | $5,628-78.5% | $4,648-74.0% |
| Admin fee / account holder | $79 | $436-82.0% | $15,916-99.5% | $430-81.8% |