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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 | $30,485 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,598 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,768 | $62,086-15.0% | $90,259-41.5% | $64,340-18.0% |
| Participation rate | 97.4% | 53.9%+43.5pp | 70.7%+26.6pp | 55.2%+42.1pp |
| Annual return | 14.35% | 16.73%-2.4pp | 18.88%-4.5pp | 24.14%-9.8pp |
| Employer contribution / active EE | $3,331 | $1,883+76.9% | $2,291+45.4% | $1,862+78.9% |
| Participant deferral / active EE | $4,200 | $2,557+64.2% | $3,827+9.8% | $2,980+40.9% |
| Admin fee / account holder | $292 | $3,317-91.2% | $7,267-96.0% | $3,703-92.1% |