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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,540 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,572 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,188 | $79,003+9.1% | $100,398-14.2% | $74,400+15.8% |
| Participation rate | 85.5% | 79.5%+6.0pp | 81.5%+4.0pp | 67.2%+18.3pp |
| Annual return | 13.26% | 20.62%-7.4pp | 49.32%-36.1pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $3,785 | $3,015+25.6% | $3,946-4.1% | $2,624+44.2% |
| Participant deferral / active EE | $11,551 | $7,752+49.0% | $8,084+42.9% | $4,348+165.6% |
| Admin fee / account holder | $248 | $1,331-81.4% | $7,893-96.9% | $1,944-87.3% |