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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 | $25,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,702 | $83,045+76.7% | $130,026+12.8% | $71,495+105.2% |
| Participation rate | 90.4% | 74.1%+16.3pp | 78.5%+11.9pp | 67.9%+22.5pp |
| Annual return | 15.13% | 20.61%-5.5pp | -137.26%+152.4pp | 28.85%-13.7pp |
| Employer contribution / active EE | $10,209 | $2,623+289.2% | $4,321+136.3% | $2,589+294.3% |
| Participant deferral / active EE | $5,031 | $4,436+13.4% | $5,821-13.6% | $4,291+17.2% |
| Admin fee / account holder | $145 | $1,727-91.6% | $10,608-98.6% | $1,588-90.9% |