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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,131 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,779 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 52-1743645 | Accounting | $15,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,348 | $50,860-65.9% | $155,574-88.8% | $77,714-77.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.20% | 34.86%-20.7pp | 64.87%-50.7pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,502 | $1,991-24.6% | $4,676-67.9% | $2,727-44.9% |
| Participant deferral / active EE | $3,404 | $2,825+20.5% | $5,629-39.5% | $4,649-26.8% |
| Admin fee / account holder | $32 | $436-92.6% | $15,914-99.8% | $433-92.5% |