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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 | $55,446+187.4% | $155,574+2.4% | $74,429+114.1% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 10.61% | 269.20%-258.6pp | 64.87%-54.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $10,198 | $2,266+350.0% | $4,676+118.1% | $2,625+288.5% |
| Participant deferral / active EE | $5,427 | $2,836+91.4% | $5,629-3.6% | $4,348+24.8% |
| Admin fee / account holder | $173 | $1,743-90.1% | $15,914-98.9% | $1,944-91.1% |