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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,774 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $716 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,085 | $78,607-21.0% | $105,624-41.2% | $74,478-16.6% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.0pp | 67.2%+31.0pp |
| Annual return | 12.26% | 15.96%-3.7pp | 116.20%-103.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $3,073 | $2,523+21.8% | $3,168-3.0% | $2,626+17.0% |
| Participant deferral / active EE | $4,076 | $4,325-5.7% | $5,013-18.7% | $4,350-6.3% |
| Admin fee / account holder | $79 | $2,220-96.4% | $10,961-99.3% | $1,946-95.9% |