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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 | $227,355 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,759 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $104 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,643 | $91,695+39.2% | $67,575+88.9% | $77,736+64.2% |
| Participation rate | 89.8% | 76.0%+13.8pp | 72.9%+16.9pp | 70.6%+19.2pp |
| Annual return | 10.61% | 14.88%-4.3pp | 3528.98%-3518.4pp | 31.26%-20.7pp |
| Employer contribution / active EE | $4,611 | $3,189+44.6% | $2,736+68.6% | $2,728+69.0% |
| Participant deferral / active EE | $6,594 | $3,912+68.5% | $4,003+64.7% | $4,651+41.8% |
| Admin fee / account holder | $218 | $245-10.9% | $3,993-94.5% | $433-49.7% |