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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 | $1,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $549 |
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 | $9,493 | $48,432-80.4% | $121,204-92.2% | $71,511-86.7% |
| Participation rate | 98.9% | 54.3%+44.6pp | 69.5%+29.4pp | 67.9%+31.0pp |
| Annual return | 16.07% | 23.28%-7.2pp | 987.18%-971.1pp | 28.86%-12.8pp |
| Employer contribution / active EE | $1,393 | $1,493-6.7% | $4,170-66.6% | $2,589-46.2% |
| Participant deferral / active EE | $2,440 | $2,756-11.5% | $4,083-40.2% | $4,291-43.1% |
| Admin fee / account holder | $5 | $1,845-99.7% | $5,651-99.9% | $1,588-99.7% |