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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 | $71,106-25.8% | $121,871-56.7% | $69,733-24.3% |
| Participation rate | 97.4% | 62.8%+34.6pp | 73.2%+24.2pp | 62.5%+34.9pp |
| Annual return | 14.35% | 15.43%-1.1pp | 13.57%+0.8pp | 15.22%-0.9pp |
| Employer contribution / active EE | $3,331 | $2,556+30.3% | $2,731+21.9% | $2,250+48.0% |
| Participant deferral / active EE | $4,200 | $2,765+51.9% | $4,318-2.7% | $3,054+37.5% |
| Admin fee / account holder | $292 | $2,128-86.3% | $11,551-97.5% | $3,102-90.6% |