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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,931 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,320 | $76,112-14.2% | $96,534-32.3% | $71,511-8.7% |
| Participation rate | 98.5% | 74.4%+24.1pp | 76.0%+22.5pp | 67.9%+30.6pp |
| Annual return | 18.29% | 22.81%-4.5pp | 25.88%-7.6pp | 28.86%-10.6pp |
| Employer contribution / active EE | $2,381 | $2,248+5.9% | $2,965-19.7% | $2,589-8.0% |
| Participant deferral / active EE | $2,880 | $4,217-31.7% | $4,851-40.6% | $4,291-32.9% |
| Admin fee / account holder | $127 | $2,708-95.3% | $8,253-98.5% | $1,588-92.0% |