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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $712 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,818 | $79,223-77.5% | $102,460-82.6% | $74,478-76.1% |
| Participation rate | 76.1% | 74.8%+1.3pp | 76.5%-0.4pp | 67.2%+8.9pp |
| Annual return | 12.43% | 54.98%-42.5pp | 29.47%-17.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,522 | $2,363-35.6% | $3,025-49.7% | $2,626-42.1% |
| Participant deferral / active EE | $2,758 | $4,417-37.6% | $5,056-45.5% | $4,350-36.6% |
| Admin fee / account holder | $147 | $2,003-92.7% | $9,460-98.4% | $1,946-92.4% |