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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 | $80,332-56.8% | $107,187-67.6% | $64,097-45.9% |
| Participation rate | 99.5% | 54.4%+45.1pp | 75.0%+24.5pp | 55.2%+44.3pp |
| Annual return | 16.42% | 24.26%-7.8pp | 204.55%-188.1pp | 34.64%-18.2pp |
| Employer contribution / active EE | $2,981 | $2,501+19.2% | $3,782-21.2% | $1,891+57.6% |
| Participant deferral / active EE | $2,718 | $3,109-12.6% | $5,096-46.7% | $3,080-11.7% |
| Admin fee / account holder | $194 | $4,314-95.5% | $9,162-97.9% | $3,454-94.4% |