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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,561 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,856 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,148 | $79,223-51.8% | $102,460-62.8% | $74,478-48.8% |
| Participation rate | 86.7% | 74.8%+12.0pp | 76.5%+10.2pp | 67.2%+19.5pp |
| Annual return | 15.47% | 54.98%-39.5pp | 29.47%-14.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $2,544 | $2,363+7.7% | $3,025-15.9% | $2,626-3.1% |
| Participant deferral / active EE | $4,381 | $4,417-0.8% | $5,056-13.4% | $4,350+0.7% |
| Admin fee / account holder | $181 | $2,003-90.9% | $9,460-98.1% | $1,946-90.7% |