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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 | $35,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,428 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,675 | $50,458-63.0% | $160,009-88.3% | $64,819-71.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.0%+22.0pp | 71.5%+28.5pp |
| Annual return | -16.72% | -13.42%-3.3pp | 408.85%-425.6pp | 32.84%-49.6pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,225-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $10,012 | $4,004+150.1% | $6,183+61.9% | $4,311+132.2% |
| Admin fee / account holder | $80 | $706-88.6% | $8,715-99.1% | $188-57.2% |