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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 | $26,579 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,257 | $47,105+40.7% | $68,368-3.1% | $67,986-2.5% |
| Participation rate | 99.2% | 51.8%+47.4pp | 73.8%+25.4pp | 57.2%+42.0pp |
| Annual return | 12.60% | 48.37%-35.8pp | 292.57%-280.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $7,002 | $1,859+276.8% | $2,649+164.4% | $2,019+246.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $289 | $2,435-88.1% | $5,150-94.4% | $3,203-91.0% |