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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 | $92,090+37.9% | $106,201+19.6% | $77,671+63.5% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 16.20% | 17.89%-1.7pp | 116.26%-100.1pp | 31.21%-15.0pp |
| Employer contribution / active EE | $4,491 | $3,368+33.3% | $3,170+41.7% | $2,726+64.7% |
| Participant deferral / active EE | $9,268 | $5,386+72.1% | $5,012+84.9% | $4,648+99.4% |
| Admin fee / account holder | $178 | $219-18.6% | $11,039-98.4% | $430-58.6% |