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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 | $83,369-58.4% | $105,223-67.0% | $67,986-49.0% |
| Participation rate | 99.5% | 56.3%+43.2pp | 75.0%+24.5pp | 57.2%+42.3pp |
| Annual return | 16.42% | 24.64%-8.2pp | 180.65%-164.2pp | 31.67%-15.2pp |
| Employer contribution / active EE | $2,981 | $2,541+17.3% | $3,689-19.2% | $2,019+47.7% |
| Participant deferral / active EE | $2,718 | $3,295-17.5% | $5,072-46.4% | $3,358-19.1% |
| Admin fee / account holder | $194 | $4,073-95.2% | $8,859-97.8% | $3,203-94.0% |