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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 | $5,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,668 | $83,023+17.6% | $102,437-4.7% | $77,762+25.6% |
| Participation rate | 46.2% | 71.5%-25.4pp | 74.5%-28.3pp | 70.6%-24.4pp |
| Annual return | 13.68% | 19.12%-5.4pp | 24.95%-11.3pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,638 | $3,552-53.9% | $3,871-57.7% | $2,728-40.0% |
| Participant deferral / active EE | $3,595 | $4,110-12.5% | $5,060-29.0% | $4,651-22.7% |
| Admin fee / account holder | $104 | $639-83.7% | $8,388-98.8% | $433-75.9% |