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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 | $15,233 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,091 | $77,472-27.6% | $100,415-44.1% | $80,959-30.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 7.49% | 37.26%-29.8pp | 49.47%-42.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,422 | $2,800-49.2% | $3,943-63.9% | $2,757-48.4% |
| Participant deferral / active EE | $3,393 | $6,818-50.2% | $8,091-58.1% | $4,300-21.1% |
| Admin fee / account holder | $15 | $5,885-99.8% | $7,906-99.8% | $6,925-99.8% |