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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,936 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,859 | $106,230+164.4% | $147,080+91.0% | $77,736+261.3% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 18.06% | 56.91%-38.8pp | 420.17%-402.1pp | 31.26%-13.2pp |
| Employer contribution / active EE | $10,380 | $4,072+154.9% | $4,933+110.4% | $2,728+280.5% |
| Participant deferral / active EE | $9,619 | $8,001+20.2% | $8,066+19.2% | $4,651+106.8% |
| Admin fee / account holder | $45 | $338-86.7% | $12,989-99.7% | $433-89.6% |