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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 | $28,142 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,560 | $64,768-62.1% | $76,327-67.8% | $77,714-68.4% |
| Participation rate | 93.5% | 72.6%+20.8pp | 79.2%+14.2pp | 70.6%+22.9pp |
| Annual return | 21.20% | 13.90%+7.3pp | 13.79%+7.4pp | 31.26%-10.1pp |
| Employer contribution / active EE | $1,560 | $2,747-43.2% | $4,584-66.0% | $2,727-42.8% |
| Participant deferral / active EE | $1,992 | $3,709-46.3% | $5,478-63.6% | $4,649-57.1% |
| Admin fee / account holder | $111 | $1,025-89.2% | $5,139-97.8% | $433-74.4% |