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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,128 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $3,642 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $454 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,908 | $79,181-9.2% | $102,423-29.8% | $74,429-3.4% |
| Participation rate | 96.6% | 74.8%+21.9pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 12.88% | 54.97%-42.1pp | 29.42%-16.5pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,051 | $2,362-13.1% | $3,023-32.1% | $2,625-21.9% |
| Participant deferral / active EE | $3,148 | $4,416-28.7% | $5,054-37.7% | $4,348-27.6% |
| Admin fee / account holder | $38 | $2,002-98.1% | $9,455-99.6% | $1,944-98.1% |