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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 | $23,128 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,378 |
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 | $20,509 | $47,746-57.0% | $70,160-70.8% | $74,460-72.5% |
| Participation rate | 84.3% | 72.7%+11.6pp | 78.8%+5.5pp | 70.7%+13.5pp |
| Annual return | 11.04% | 18.37%-7.3pp | 19.08%-8.0pp | 34.38%-23.3pp |
| Employer contribution / active EE | $1,522 | $2,297-33.7% | $4,285-64.5% | $2,638-42.3% |
| Participant deferral / active EE | $1,835 | $3,187-42.4% | $5,394-66.0% | $4,530-59.5% |
| Admin fee / account holder | $97 | $567-82.9% | $4,582-97.9% | $348-72.1% |