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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 | $78,562-42.1% | $105,608-56.9% | $74,429-38.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 9.53% | 15.94%-6.4pp | 116.50%-107.0pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $1,446 | $2,521-42.7% | $3,167-54.3% | $2,625-44.9% |
| Participant deferral / active EE | $1,771 | $4,321-59.0% | $5,010-64.7% | $4,348-59.3% |
| Admin fee / account holder | $23 | $2,217-99.0% | $11,028-99.8% | $1,944-98.8% |