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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 | $55,458-33.6% | $76,030-51.6% | $77,762-52.7% |
| Participation rate | 93.8% | 63.6%+30.2pp | 69.1%+24.7pp | 70.6%+23.2pp |
| Annual return | 15.85% | 17.10%-1.2pp | 361.54%-345.7pp | 31.27%-15.4pp |
| Employer contribution / active EE | $1,147 | $1,792-36.0% | $2,688-57.3% | $2,728-57.9% |
| Participant deferral / active EE | $5,274 | $3,454+52.7% | $4,257+23.9% | $4,651+13.4% |
| Admin fee / account holder | $248 | $411-39.8% | $6,421-96.1% | $433-42.8% |