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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 | $57,841 |
PARK AVENUE SECURITIES LLC2 years Service code 55 6255 STERNER'S WAY · BUTZTOWN, PA 18017 | Other Commissions | $46,456 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,674 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,054 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,295 | $80,748-60.0% | $102,383-68.5% | $74,429-56.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.47% | 27.57%-16.1pp | 24.94%-13.5pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $3,262 | $3,159+3.3% | $3,870-15.7% | $2,625+24.3% |
| Participant deferral / active EE | $2,974 | $3,861-23.0% | $5,060-41.2% | $4,348-31.6% |
| Admin fee / account holder | $178 | $2,371-92.5% | $8,391-97.9% | $1,944-90.9% |