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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 | $79,181-51.8% | $102,423-62.8% | $74,429-48.7% |
| Participation rate | 86.7% | 74.8%+11.9pp | 76.5%+10.2pp | 67.2%+19.5pp |
| Annual return | 15.47% | 54.97%-39.5pp | 29.42%-14.0pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $2,544 | $2,362+7.7% | $3,023-15.8% | $2,625-3.1% |
| Participant deferral / active EE | $4,381 | $4,416-0.8% | $5,054-13.3% | $4,348+0.7% |
| Admin fee / account holder | $181 | $2,002-90.9% | $9,455-98.1% | $1,944-90.7% |