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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $109,024 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $79,700 |
Annual investment return 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 | $62,401 | $92,186-32.3% | $105,624-40.9% | $77,762-19.8% |
| Participation rate | 95.5% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 9.73% | 17.83%-8.1pp | 116.20%-106.5pp | 31.27%-21.5pp |
| Employer contribution / active EE | $2,453 | $3,376-27.3% | $3,168-22.6% | $2,728-10.1% |
| Participant deferral / active EE | $4,788 | $5,395-11.2% | $5,013-4.5% | $4,651+3.0% |
| Admin fee / account holder | $161 | $219-26.3% | $10,961-98.5% | $433-62.7% |