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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,487 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,724 | $89,465-17.6% | $165,100-55.3% | $77,762-5.2% |
| Participation rate | 83.8% | 78.6%+5.1pp | 78.6%+5.2pp | 70.6%+13.2pp |
| Annual return | 17.12% | 28.86%-11.7pp | 70.21%-53.1pp | 31.27%-14.2pp |
| Employer contribution / active EE | $2,314 | $2,565-9.8% | $4,348-46.8% | $2,728-15.2% |
| Participant deferral / active EE | $4,761 | $4,904-2.9% | $6,035-21.1% | $4,651+2.4% |
| Admin fee / account holder | $94 | $340-72.2% | $12,696-99.3% | $433-78.2% |