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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 | $14,542 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,377 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,545 | $58,292+63.9% | $86,640+10.3% | $71,511+33.6% |
| Participation rate | 98.4% | 65.0%+33.3pp | 71.7%+26.6pp | 67.9%+30.4pp |
| Annual return | 19.32% | 21.63%-2.3pp | 592.52%-573.2pp | 28.86%-9.5pp |
| Employer contribution / active EE | $2,235 | $2,574-13.2% | $3,024-26.1% | $2,589-13.7% |
| Participant deferral / active EE | $5,132 | $3,438+49.3% | $4,438+15.6% | $4,291+19.6% |
| Admin fee / account holder | $101 | $1,057-90.4% | $5,616-98.2% | $1,588-93.6% |