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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $128 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $93 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,086 | $46,332-50.2% | $143,797-83.9% | $64,824-64.4% |
| Participation rate | 55.5% | 64.2%-8.7pp | 80.3%-24.8pp | 71.5%-16.0pp |
| Annual return | -4.95% | -10.05%+5.1pp | -0.04%-4.9pp | 32.84%-37.8pp |
| Employer contribution / active EE | $1,187 | $1,911-37.9% | $4,952-76.0% | $2,507-52.7% |
| Participant deferral / active EE | $1,307 | $2,647-50.6% | $5,638-76.8% | $4,311-69.7% |
| Admin fee / account holder | $2 | $154-98.9% | $14,679-100.0% | $188-99.1% |