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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,640 |
Service code 27 6W 3RD ST · MANSFIELD, OH 44902 | Advisory (Plan) | $15,700 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,817 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,811 | $79,223+26.0% | $102,460-2.6% | $74,478+34.0% |
| Participation rate | 71.9% | 74.8%-2.9pp | 76.5%-4.6pp | 67.2%+4.7pp |
| Annual return | 24.58% | 54.98%-30.4pp | 29.47%-4.9pp | 1370.56%-1346.0pp |
| Employer contribution / active EE | $2,839 | $2,363+20.1% | $3,025-6.2% | $2,626+8.1% |
| Participant deferral / active EE | $7,131 | $4,417+61.4% | $5,056+41.0% | $4,350+63.9% |
| Admin fee / account holder | $255 | $2,003-87.3% | $9,460-97.3% | $1,946-86.9% |