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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 | $12,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,377 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,000 | $62,686-66.5% | $178,540-88.2% | $77,736-73.0% |
| Participation rate | 91.4% | 66.9%+24.5pp | 77.1%+14.3pp | 70.6%+20.8pp |
| Annual return | 13.17% | 16.16%-3.0pp | 27.15%-14.0pp | 31.26%-18.1pp |
| Employer contribution / active EE | $1,140 | $1,914-40.4% | $3,953-71.2% | $2,728-58.2% |
| Participant deferral / active EE | $3,921 | $4,224-7.2% | $6,281-37.6% | $4,651-15.7% |
| Admin fee / account holder | $19 | $386-95.1% | $10,424-99.8% | $433-95.6% |