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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 | $37,097 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44258 | Consulting | $400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38 |
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 | $247,033 | $95,369+159.0% | $135,942+81.7% | $74,440+231.9% |
| Participation rate | 98.4% | 78.2%+20.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 9.22% | 32.72%-23.5pp | 68.28%-59.1pp | 34.37%-25.1pp |
| Employer contribution / active EE | $11,159 | $3,878+187.7% | $4,858+129.7% | $2,638+323.0% |
| Participant deferral / active EE | $8,918 | $7,788+14.5% | $7,759+14.9% | $4,529+96.9% |
| Admin fee / account holder | $72 | $266-72.9% | $10,764-99.3% | $348-79.2% |