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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,048 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,985 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,350 | $55,470+187.3% | $155,556+2.4% | $74,478+114.0% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 10.61% | 269.80%-259.2pp | 64.84%-54.2pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $10,198 | $2,267+349.9% | $4,675+118.1% | $2,626+288.3% |
| Participant deferral / active EE | $5,427 | $2,838+91.2% | $5,631-3.6% | $4,350+24.7% |
| Admin fee / account holder | $173 | $1,744-90.1% | $15,885-98.9% | $1,946-91.1% |