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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 | $89,435-17.6% | $164,975-55.3% | $77,714-5.1% |
| Participation rate | 83.8% | 78.6%+5.2pp | 78.6%+5.2pp | 70.6%+13.2pp |
| Annual return | 17.12% | 28.82%-11.7pp | 70.12%-53.0pp | 31.26%-14.1pp |
| Employer contribution / active EE | $2,314 | $2,563-9.7% | $4,343-46.7% | $2,727-15.1% |
| Participant deferral / active EE | $4,761 | $4,901-2.9% | $6,033-21.1% | $4,649+2.4% |
| Admin fee / account holder | $94 | $340-72.2% | $12,688-99.3% | $433-78.2% |