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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 | $29,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,530 |
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 | $55,277 | $58,778-6.0% | $129,295-57.2% | $77,671-28.8% |
| Participation rate | 47.2% | 59.2%-12.1pp | 69.6%-22.4pp | 70.6%-23.4pp |
| Annual return | 13.05% | 24.73%-11.7pp | 9429.28%-9416.2pp | 31.21%-18.2pp |
| Employer contribution / active EE | $707 | $1,952-63.8% | $4,157-83.0% | $2,726-74.1% |
| Participant deferral / active EE | $2,305 | $3,212-28.2% | $4,169-44.7% | $4,648-50.4% |
| Admin fee / account holder | $144 | $589-75.5% | $7,665-98.1% | $430-66.5% |