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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,659 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,684 | $91,710+69.8% | $67,560+130.4% | $77,762+100.2% |
| Participation rate | 68.0% | 76.0%-8.1pp | 72.9%-5.0pp | 70.6%-2.6pp |
| Annual return | 13.68% | 14.88%-1.2pp | 3533.50%-3519.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $7,934 | $3,187+148.9% | $2,737+189.9% | $2,728+190.8% |
| Participant deferral / active EE | $5,318 | $3,911+36.0% | $4,004+32.8% | $4,651+14.3% |
| Admin fee / account holder | $11 | $245-95.4% | $3,994-99.7% | $433-97.4% |