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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 | $19,524 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,167 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,392 | $28,956-26.1% | $71,755-70.2% | $64,819-67.0% |
| Participation rate | 76.6% | 65.2%+11.4pp | 62.3%+14.2pp | 71.5%+5.1pp |
| Annual return | -9.88% | -7.39%-2.5pp | 9.09%-19.0pp | 32.84%-42.7pp |
| Employer contribution / active EE | $2,308 | $1,159+99.2% | $1,704+35.5% | $2,507-7.9% |
| Participant deferral / active EE | $7,458 | $2,686+177.7% | $2,656+180.8% | $4,311+73.0% |
| Admin fee / account holder | $142 | $124+14.3% | $3,972-96.4% | $188-24.3% |