| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $232,529 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $121,484 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Distribution (1... | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,062 | $95,388-34.9% | $125,401-50.5% | $77,906-20.3% |
| Participation rate | 81.2% | 78.6%+2.6pp | 82.4%-1.1pp | 73.7%+7.6pp |
| Annual return | -16.04% | 116.19%-132.2pp | 572.53%-588.6pp | 12.16%-28.2pp |
| Employer contribution / active EE | $2,797 | $3,666-23.7% | $4,816-41.9% | $2,846-1.7% |
| Participant deferral / active EE | $6,327 | $7,711-17.9% | $7,448-15.1% | $4,805+31.7% |
| Admin fee / account holder | $76 | $119-36.5% | $10,008-99.2% | $133-43.0% |