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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 | $45,900+44.4% | $94,057-29.6% | $64,340+3.0% |
| Participation rate | 99.2% | 50.6%+48.6pp | 73.3%+25.8pp | 55.2%+43.9pp |
| Annual return | 12.60% | 50.47%-37.9pp | 480.62%-468.0pp | 24.14%-11.5pp |
| Employer contribution / active EE | $7,002 | $1,612+334.4% | $2,933+138.7% | $1,862+276.1% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $289 | $3,143-90.8% | $7,244-96.0% | $3,703-92.2% |