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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 | $7,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,061 |
THE RETIREMENT ADVANTAGE INC3 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $2,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,156 | $71,534+23.2% | $98,462-10.5% | $71,529+23.2% |
| Participation rate | 88.5% | 72.7%+15.8pp | 75.2%+13.3pp | 67.9%+20.6pp |
| Annual return | 21.74% | 32.44%-10.7pp | 21.17%+0.6pp | 28.97%-7.2pp |
| Employer contribution / active EE | $7,382 | $2,399+207.7% | $3,049+142.1% | $2,590+185.1% |
| Participant deferral / active EE | $15,452 | $4,109+276.1% | $4,738+226.1% | $4,291+260.1% |
| Admin fee / account holder | $76 | $1,677-95.4% | $8,875-99.1% | $1,588-95.2% |