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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,185 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,056 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,785 |
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 | $18,971 | $43,709-56.6% | $61,491-69.1% | $64,824-70.7% |
| Participation rate | 94.8% | 69.2%+25.7pp | 79.3%+15.5pp | 71.5%+23.4pp |
| Annual return | -18.35% | -9.98%-8.4pp | -12.98%-5.4pp | 32.84%-51.2pp |
| Employer contribution / active EE | $1,506 | $2,113-28.7% | $4,246-64.5% | $2,507-39.9% |
| Participant deferral / active EE | $1,802 | $3,022-40.4% | $5,188-65.3% | $4,311-58.2% |
| Admin fee / account holder | $104 | $131-20.8% | $4,312-97.6% | $188-44.7% |