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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,212 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,227 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,119 | $110,483-14.8% | $145,433-35.3% | $79,634+18.2% |
| Participation rate | 96.9% | 71.1%+25.8pp | 82.1%+14.8pp | 62.5%+34.4pp |
| Annual return | 33.10% | 24.62%+8.5pp | 66.58%-33.5pp | 36.46%-3.4pp |
| Employer contribution / active EE | $7,889 | $4,053+94.6% | $4,554+73.2% | $2,529+211.9% |
| Participant deferral / active EE | $16,252 | $7,216+125.2% | $7,897+105.8% | $3,835+323.8% |
| Admin fee / account holder | $99 | $680-85.5% | $13,129-99.2% | $1,002-90.1% |