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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 | $1,461 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $862 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,419 | $91,439-20.8% | $135,974-46.7% | $71,511+1.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 40.12% | 29.90%+10.2pp | 68.30%-28.2pp | 28.86%+11.3pp |
| Employer contribution / active EE | $6,561 | $3,705+77.1% | $4,859+35.0% | $2,589+153.4% |
| Participant deferral / active EE | $19,646 | $7,093+177.0% | $7,760+153.2% | $4,291+357.9% |
| Admin fee / account holder | $15 | $1,267-98.8% | $10,767-99.9% | $1,588-99.1% |