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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 | $66,461 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,458 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $13,967 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,781 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,803 | $55,441-33.6% | $76,002-51.6% | $77,671-52.6% |
| Participation rate | 93.8% | 63.6%+30.1pp | 69.1%+24.7pp | 70.6%+23.2pp |
| Annual return | 15.85% | 17.08%-1.2pp | 360.07%-344.2pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,147 | $1,789-35.9% | $2,688-57.3% | $2,726-57.9% |
| Participant deferral / active EE | $5,274 | $3,451+52.8% | $4,257+23.9% | $4,648+13.5% |
| Admin fee / account holder | $248 | $407-39.2% | $6,414-96.1% | $430-42.5% |