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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 | $37,936 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $331 |
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 | $557,281 | $50,860+995.7% | $155,574+258.2% | $77,714+617.1% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.1pp |
| Annual return | 16.69% | 34.86%-18.2pp | 64.87%-48.2pp | 31.26%-14.6pp |
| Employer contribution / active EE | $23,537 | $1,991+1082.3% | $4,676+403.4% | $2,727+763.2% |
| Participant deferral / active EE | $13,494 | $2,825+377.7% | $5,629+139.7% | $4,649+190.2% |
| Admin fee / account holder | $101 | $436-76.7% | $15,914-99.4% | $433-76.6% |