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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 | $106,751 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $80,854 |
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 | $55,769 | $81,948-31.9% | $90,767-38.6% | $64,829-14.0% |
| Participation rate | 92.1% | 80.5%+11.6pp | 75.7%+16.4pp | 71.5%+20.6pp |
| Annual return | -15.98% | -12.53%-3.4pp | -12.16%-3.8pp | 32.85%-48.8pp |
| Employer contribution / active EE | $2,220 | $3,067-27.6% | $2,922-24.0% | $2,507-11.4% |
| Participant deferral / active EE | $3,938 | $4,844-18.7% | $4,565-13.7% | $4,312-8.7% |
| Admin fee / account holder | $160 | $157+1.9% | $8,445-98.1% | $188-14.8% |