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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,612 |
THE RETIREMENT ADVANTAGE INC4 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $1,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,386 | $78,562+50.7% | $105,608+12.1% | $74,429+59.1% |
| Participation rate | 84.4% | 72.8%+11.6pp | 75.3%+9.1pp | 67.2%+17.2pp |
| Annual return | 23.28% | 15.94%+7.3pp | 116.50%-93.2pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $7,010 | $2,521+178.0% | $3,167+121.4% | $2,625+167.1% |
| Participant deferral / active EE | $14,864 | $4,321+244.0% | $5,010+196.7% | $4,348+241.8% |
| Admin fee / account holder | $92 | $2,217-95.9% | $11,028-99.2% | $1,944-95.3% |