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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,582 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,717 | $101,672+3.0% | $147,117-28.8% | $74,478+40.6% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 18.53% | 8757.83%-8739.3pp | 420.54%-402.0pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $8,694 | $3,813+128.0% | $4,932+76.3% | $2,626+231.0% |
| Participant deferral / active EE | $22,701 | $7,305+210.8% | $8,065+181.5% | $4,350+421.8% |
| Admin fee / account holder | $35 | $1,753-98.0% | $12,993-99.7% | $1,946-98.2% |