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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 | $105,252 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,508 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $35 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,206 | $81,948+21.1% | $90,766+9.3% | $64,824+53.0% |
| Participation rate | 96.8% | 80.5%+16.4pp | 75.7%+21.1pp | 71.5%+25.4pp |
| Annual return | -15.83% | -12.53%-3.3pp | -12.16%-3.7pp | 32.84%-48.7pp |
| Employer contribution / active EE | $4,200 | $3,067+36.9% | $2,922+43.7% | $2,507+67.5% |
| Participant deferral / active EE | $8,859 | $4,844+82.9% | $4,565+94.1% | $4,311+105.5% |
| Admin fee / account holder | $169 | $157+7.5% | $8,446-98.0% | $188-10.1% |