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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 | $38,272 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,996 |
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 | $35,467 | $64,728-45.2% | $88,457-59.9% | $64,728-45.2% |
| Participation rate | 71.6% | 57.9%+13.7pp | 78.6%-7.1pp | 57.9%+13.7pp |
| Annual return | 9.89% | 49.38%-39.5pp | 32.69%-22.8pp | 49.38%-39.5pp |
| Employer contribution / active EE | $1,299 | $2,243-42.1% | $4,681-72.2% | $2,243-42.1% |
| Participant deferral / active EE | $1,728 | $2,729-36.7% | $5,667-69.5% | $2,729-36.7% |
| Admin fee / account holder | $183 | $1,145-84.0% | $9,606-98.1% | $1,145-84.0% |