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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 | $91,692+69.8% | $67,561+130.4% | $77,714+100.3% |
| Participation rate | 68.0% | 76.0%-8.1pp | 72.9%-4.9pp | 70.6%-2.6pp |
| Annual return | 13.68% | 14.88%-1.2pp | 3525.44%-3511.8pp | 31.26%-17.6pp |
| Employer contribution / active EE | $7,934 | $3,188+148.9% | $2,735+190.1% | $2,727+191.0% |
| Participant deferral / active EE | $5,318 | $3,912+35.9% | $4,003+32.8% | $4,649+14.4% |
| Admin fee / account holder | $11 | $245-95.4% | $4,006-99.7% | $433-97.4% |