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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,055 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,985 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,114 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,768 | $53,216-19.6% | $155,534-72.5% | $199,960-78.6% |
| Participation rate | 93.5% | 64.1%+29.4pp | 78.2%+15.3pp | 72.0%+21.5pp |
| Annual return | 13.86% | 41.18%-27.3pp | 64.92%-51.1pp | 34.28%-20.4pp |
| Employer contribution / active EE | $2,619 | $1,848+41.7% | $4,675-44.0% | $3,036-13.7% |
| Participant deferral / active EE | $4,626 | $3,164+46.2% | $5,630-17.8% | $5,087-9.1% |
| Admin fee / account holder | $58 | $186-68.7% | $15,900-99.6% | $269-78.4% |