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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 | $15,294 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,633 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,085 |
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 | $31,261 | $88,203-64.6% | $165,100-81.1% | $74,478-58.0% |
| Participation rate | 97.8% | 73.1%+24.7pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 12.20% | 17.13%-4.9pp | 70.21%-58.0pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,933 | $2,601-25.7% | $4,348-55.5% | $2,626-26.4% |
| Participant deferral / active EE | $4,614 | $4,505+2.4% | $6,035-23.5% | $4,350+6.1% |
| Admin fee / account holder | $172 | $2,235-92.3% | $12,696-98.6% | $1,946-91.2% |