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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 | $25,075 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,471 | $86,655+45.9% | $119,622+5.7% | $66,938+88.9% |
| Participation rate | 88.2% | 75.6%+12.7pp | 79.3%+9.0pp | 69.8%+18.4pp |
| Annual return | -14.63% | -8.00%-6.6pp | -14.98%+0.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $11,449 | $2,536+351.5% | $4,232+170.5% | $2,545+349.8% |
| Participant deferral / active EE | $5,197 | $4,358+19.2% | $5,601-7.2% | $4,238+22.6% |
| Admin fee / account holder | $145 | $755-80.8% | $10,328-98.6% | $594-75.5% |