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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 | $73,712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,377 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,701 | $155,364+45.3% | $103,486+118.1% | $77,736+190.3% |
| Participation rate | 99.7% | 85.5%+14.2pp | 80.5%+19.2pp | 70.6%+29.1pp |
| Annual return | 17.37% | 19.01%-1.6pp | 23.93%-6.6pp | 31.26%-13.9pp |
| Employer contribution / active EE | $18,972 | $5,949+218.9% | $4,679+305.4% | $2,728+595.5% |
| Participant deferral / active EE | $15,632 | $8,482+84.3% | $6,628+135.8% | $4,651+236.1% |
| Admin fee / account holder | $218 | $503-56.7% | $9,354-97.7% | $433-49.8% |