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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,247 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $8,003 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,059 |
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 | $74,122 | $60,504+22.5% | $81,882-9.5% | $74,478-0.5% |
| Participation rate | 68.6% | 62.9%+5.7pp | 72.4%-3.8pp | 67.2%+1.3pp |
| Annual return | 14.09% | 16.91%-2.8pp | 779.47%-765.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $2,040 | $2,627-22.3% | $2,916-30.0% | $2,626-22.3% |
| Participant deferral / active EE | $3,658 | $3,400+7.6% | $4,323-15.4% | $4,350-15.9% |
| Admin fee / account holder | $272 | $1,492-81.7% | $7,360-96.3% | $1,946-86.0% |