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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 | $14,023 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $82,303 | $51,226+60.7% | $82,744-0.5% | $66,938+23.0% |
| Participation rate | 99.1% | 67.9%+31.2pp | 72.6%+26.5pp | 69.8%+29.3pp |
| Annual return | -18.85% | -9.61%-9.2pp | 702.22%-721.1pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,293 | $2,612-12.2% | $3,008-23.8% | $2,545-9.9% |
| Participant deferral / active EE | $5,418 | $3,460+56.6% | $4,395+23.3% | $4,238+27.8% |
| Admin fee / account holder | $52 | $416-87.5% | $5,325-99.0% | $594-91.2% |