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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $78,294 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $61,352 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,330 | $84,784+117.4% | $98,462+87.2% | $74,478+147.5% |
| Participation rate | 95.5% | 81.5%+14.0pp | 75.2%+20.3pp | 70.7%+24.8pp |
| Annual return | 23.40% | 20.59%+2.8pp | 21.20%+2.2pp | 34.37%-11.0pp |
| Employer contribution / active EE | $4,979 | $3,364+48.0% | $3,049+63.3% | $2,637+88.8% |
| Participant deferral / active EE | $10,645 | $5,218+104.0% | $4,738+124.7% | $4,530+135.0% |
| Admin fee / account holder | $195 | $204-4.5% | $8,875-97.8% | $347-43.8% |