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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,351 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,219 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,197 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,486 | $69,823-26.3% | $76,872-33.0% | $74,460-30.9% |
| Participation rate | 85.1% | 70.0%+15.1pp | 69.6%+15.5pp | 70.7%+14.4pp |
| Annual return | 22.78% | 19.99%+2.8pp | 37.90%-15.1pp | 34.38%-11.6pp |
| Employer contribution / active EE | $2,200 | $2,148+2.4% | $2,533-13.2% | $2,638-16.6% |
| Participant deferral / active EE | $7,608 | $3,558+113.9% | $3,832+98.5% | $4,530+68.0% |
| Admin fee / account holder | $208 | $398-47.7% | $5,476-96.2% | $348-40.2% |