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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 | $9,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $576 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,241 | $59,819-76.2% | $79,583-82.1% | $68,490-79.2% |
| Participation rate | 93.0% | 61.1%+31.9pp | 69.5%+23.5pp | 67.9%+25.1pp |
| Annual return | -18.04% | -12.30%-5.7pp | 0.16%-18.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,127 | $1,505+107.7% | $2,414+29.5% | $2,597+20.4% |
| Participant deferral / active EE | $2,949 | $3,025-2.5% | $3,986-26.0% | $4,028-26.8% |
| Admin fee / account holder | $75 | $4,835-98.4% | $6,835-98.9% | $5,403-98.6% |