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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 | $28,626 |
Service code 55 6255 STERNER'S WAY · BETHLEHEM, PA 18017 | Other Commissions | $23,253 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $924 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $370 |
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 | $28,219 | $76,696-63.2% | $96,515-70.8% | $71,511-60.5% |
| Participation rate | 98.3% | 66.6%+31.7pp | 74.3%+23.9pp | 67.9%+30.3pp |
| Annual return | -8.09% | 48.32%-56.4pp | 35.73%-43.8pp | 28.86%-36.9pp |
| Employer contribution / active EE | $2,683 | $3,032-11.5% | $3,740-28.3% | $2,589+3.6% |
| Participant deferral / active EE | $2,743 | $3,770-27.2% | $4,880-43.8% | $4,291-36.1% |
| Admin fee / account holder | $183 | $2,030-91.0% | $6,735-97.3% | $1,588-88.5% |