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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 | $88,704 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,685 | $53,165+55.5% | $86,216-4.1% | $74,460+11.0% |
| Participation rate | 76.1% | 64.9%+11.2pp | 69.0%+7.1pp | 70.7%+5.3pp |
| Annual return | 15.11% | 22.64%-7.5pp | 1169.42%-1154.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $2,413 | $1,210+99.4% | $2,382+1.3% | $2,638-8.5% |
| Participant deferral / active EE | $5,361 | $3,234+65.7% | $3,986+34.5% | $4,530+18.3% |
| Admin fee / account holder | $256 | $551-53.5% | $6,853-96.3% | $348-26.3% |