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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 | $75,030 |
PARK AVENUE SECURITIES LLC3 years Service code 55 6255 STERNER'S WAY · BUTZTOWN, PA 18017 | Other Commissions | $59,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,875 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,686 | $80,674-57.0% | $119,126-70.9% | $64,340-46.1% |
| Participation rate | 99.5% | 55.2%+44.3pp | 75.8%+23.8pp | 55.2%+44.3pp |
| Annual return | 16.42% | 26.86%-10.4pp | 282.11%-265.7pp | 24.14%-7.7pp |
| Employer contribution / active EE | $2,981 | $2,564+16.3% | $4,034-26.1% | $1,862+60.1% |
| Participant deferral / active EE | $2,718 | $3,053-11.0% | $5,318-48.9% | $2,980-8.8% |
| Admin fee / account holder | $194 | $4,559-95.8% | $10,693-98.2% | $3,703-94.8% |