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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 | $67,776-22.1% | $90,312-41.6% | $65,306-19.2% |
| Participation rate | 97.4% | 58.1%+39.3pp | 72.9%+24.5pp | 57.7%+39.7pp |
| Annual return | 14.35% | 16.62%-2.3pp | 18.90%-4.6pp | 21.94%-7.6pp |
| Employer contribution / active EE | $3,331 | $2,195+51.7% | $2,243+48.5% | $1,967+69.3% |
| Participant deferral / active EE | $4,200 | $2,641+59.0% | $3,749+12.0% | $2,959+41.9% |
| Admin fee / account holder | $292 | $3,322-91.2% | $8,248-96.5% | $3,480-91.6% |