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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 | $9,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $761 |
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 | $16,023 | $65,566-75.6% | $86,235-81.4% | $75,177-78.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.93% | 46.07%-28.1pp | 1170.03%-1152.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $3,624 | $1,553+133.3% | $2,381+52.2% | $2,671+35.7% |
| Participant deferral / active EE | $3,066 | $3,023+1.4% | $3,987-23.1% | $4,126-25.7% |
| Admin fee / account holder | $66 | $5,470-98.8% | $6,856-99.0% | $5,651-98.8% |