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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,474 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,470 | $50,860+219.4% | $155,574+4.4% | $77,714+109.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.74% | 34.86%-21.1pp | 64.87%-51.1pp | 31.26%-17.5pp |
| Employer contribution / active EE | $5,886 | $1,991+195.7% | $4,676+25.9% | $2,727+115.8% |
| Participant deferral / active EE | $6,729 | $2,825+138.2% | $5,629+19.5% | $4,649+44.7% |
| Admin fee / account holder | $16 | $436-96.4% | $15,914-99.9% | $433-96.4% |