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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,515 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,307 | $65,960+61.2% | $81,882+29.8% | $77,762+36.7% |
| Participation rate | 99.2% | 65.8%+33.4pp | 72.4%+26.8pp | 70.6%+28.6pp |
| Annual return | 13.97% | 26.64%-12.7pp | 779.47%-765.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $1,884 | $2,375-20.7% | $2,916-35.4% | $2,728-30.9% |
| Participant deferral / active EE | $5,768 | $3,505+64.6% | $4,323+33.4% | $4,651+24.0% |
| Admin fee / account holder | $131 | $526-75.1% | $7,360-98.2% | $433-69.7% |