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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 | $1,060 |
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 | $35,870 | $83,045-56.8% | $130,026-72.4% | $71,495-49.8% |
| Participation rate | 97.7% | 74.1%+23.5pp | 78.5%+19.2pp | 67.9%+29.7pp |
| Annual return | 23.62% | 20.61%+3.0pp | -137.26%+160.9pp | 28.85%-5.2pp |
| Employer contribution / active EE | $2,569 | $2,623-2.1% | $4,321-40.5% | $2,589-0.8% |
| Participant deferral / active EE | $4,667 | $4,436+5.2% | $5,821-19.8% | $4,291+8.8% |
| Admin fee / account holder | $4 | $1,727-99.8% | $10,608-100.0% | $1,588-99.8% |