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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 | $101,591+3.1% | $147,096-28.8% | $74,429+40.7% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 18.53% | 8746.45%-8727.9pp | 419.75%-401.2pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $8,694 | $3,813+128.0% | $4,936+76.1% | $2,625+231.2% |
| Participant deferral / active EE | $22,701 | $7,302+210.9% | $8,071+181.3% | $4,348+422.1% |
| Admin fee / account holder | $35 | $1,750-98.0% | $13,005-99.7% | $1,944-98.2% |