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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,322 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,270 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $85,673 | $80,731+6.1% | $103,374-17.1% | $74,546+14.9% |
| Participation rate | 56.7% | 65.7%-9.0pp | 74.5%-17.9pp | 67.2%-10.6pp |
| Annual return | 14.32% | 27.56%-13.2pp | 24.89%-10.6pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2,487 | $3,158-21.2% | $3,869-35.7% | $2,624-5.2% |
| Participant deferral / active EE | $4,640 | $3,860+20.2% | $5,058-8.3% | $4,347+6.7% |
| Admin fee / account holder | $25 | $2,369-98.9% | $8,394-99.7% | $1,944-98.7% |