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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 | $97,590 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,728 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $20 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,995 | $92,186+37.8% | $105,624+20.2% | $77,762+63.3% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 16.20% | 17.83%-1.6pp | 116.20%-100.0pp | 31.27%-15.1pp |
| Employer contribution / active EE | $4,491 | $3,376+33.0% | $3,168+41.8% | $2,728+64.6% |
| Participant deferral / active EE | $9,268 | $5,395+71.8% | $5,013+84.9% | $4,651+99.3% |
| Admin fee / account holder | $178 | $219-18.6% | $10,961-98.4% | $433-58.8% |