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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,199 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,837 | $88,087-52.5% | $164,866-74.6% | $74,546-43.9% |
| Participation rate | 97.8% | 73.1%+24.7pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 14.76% | 17.27%-2.5pp | 69.97%-55.2pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,726 | $2,595+5.0% | $4,343-37.2% | $2,624+3.9% |
| Participant deferral / active EE | $4,827 | $4,499+7.3% | $6,033-20.0% | $4,347+11.0% |
| Admin fee / account holder | $7 | $2,232-99.7% | $12,689-99.9% | $1,944-99.6% |