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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 | $12,264 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,792 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $419 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,523 | $65,437-62.5% | $86,698-71.7% | $66,949-63.4% |
| Participation rate | 79.1% | 75.5%+3.6pp | 76.6%+2.5pp | 69.8%+9.3pp |
| Annual return | -16.87% | -10.91%-6.0pp | 35.96%-52.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $2,180 | $2,154+1.2% | $2,837-23.2% | $2,545-14.4% |
| Participant deferral / active EE | $3,956 | $4,102-3.6% | $4,656-15.0% | $4,239-6.7% |
| Admin fee / account holder | $121 | $642-81.2% | $7,492-98.4% | $594-79.6% |