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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 | $78,976+9.1% | $100,383-14.1% | $74,546+15.6% |
| Participation rate | 85.5% | 79.5%+6.0pp | 81.5%+4.0pp | 67.2%+18.3pp |
| Annual return | 13.26% | 20.62%-7.4pp | 49.26%-36.0pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $3,785 | $3,019+25.4% | $3,944-4.0% | $2,624+44.2% |
| Participant deferral / active EE | $11,551 | $7,758+48.9% | $8,086+42.9% | $4,347+165.7% |
| Admin fee / account holder | $248 | $1,330-81.4% | $7,900-96.9% | $1,944-87.3% |