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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 | $2,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,426 |
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 | $12,259 | $52,450-76.6% | $129,397-90.5% | $74,429-83.5% |
| Participation rate | 90.9% | 53.8%+37.0pp | 69.6%+21.2pp | 67.2%+23.7pp |
| Annual return | 15.31% | 15.65%-0.3pp | 9453.98%-9438.7pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $1,167 | $1,532-23.8% | $4,154-71.9% | $2,625-55.5% |
| Participant deferral / active EE | $2,108 | $2,797-24.7% | $4,167-49.4% | $4,348-51.5% |
| Admin fee / account holder | $10 | $2,636-99.6% | $7,679-99.9% | $1,944-99.5% |