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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,995 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,777 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,175 | $49,693-45.3% | $70,548-61.5% | $74,440-63.5% |
| Participation rate | 94.4% | 64.7%+29.7pp | 68.3%+26.0pp | 70.7%+23.6pp |
| Annual return | 28.74% | 21.22%+7.5pp | 32.78%-4.0pp | 34.37%-5.6pp |
| Employer contribution / active EE | $1,084 | $1,773-38.9% | $2,975-63.6% | $2,638-58.9% |
| Participant deferral / active EE | $4,962 | $3,376+47.0% | $4,567+8.6% | $4,529+9.6% |
| Admin fee / account holder | $166 | $316-47.4% | $6,424-97.4% | $348-52.3% |