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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $84,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $57,475 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,342 | $81,948+110.3% | $90,767+89.9% | $64,829+165.8% |
| Participation rate | 93.7% | 80.5%+13.2pp | 75.7%+18.0pp | 71.5%+22.2pp |
| Annual return | -16.66% | -12.53%-4.1pp | -12.16%-4.5pp | 32.85%-49.5pp |
| Employer contribution / active EE | $4,611 | $3,067+50.3% | $2,922+57.8% | $2,507+83.9% |
| Participant deferral / active EE | $10,070 | $4,844+107.9% | $4,565+120.6% | $4,312+133.6% |
| Admin fee / account holder | $203 | $157+29.1% | $8,445-97.6% | $188+7.9% |