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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,176 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,500 | $78,607-42.1% | $105,624-56.9% | $74,478-38.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 9.53% | 15.96%-6.4pp | 116.20%-106.7pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $1,446 | $2,523-42.7% | $3,168-54.4% | $2,626-45.0% |
| Participant deferral / active EE | $1,771 | $4,325-59.1% | $5,013-64.7% | $4,350-59.3% |
| Admin fee / account holder | $23 | $2,220-99.0% | $10,961-99.8% | $1,946-98.8% |