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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; Shareholde... | $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 | $91,621+39.3% | $67,511+89.1% | $77,671+64.3% |
| Participation rate | 89.8% | 76.0%+13.9pp | 72.9%+16.9pp | 70.6%+19.2pp |
| Annual return | 10.61% | 14.87%-4.3pp | 3517.41%-3506.8pp | 31.21%-20.6pp |
| Employer contribution / active EE | $4,611 | $3,184+44.8% | $2,733+68.7% | $2,726+69.1% |
| Participant deferral / active EE | $6,594 | $3,906+68.8% | $4,000+64.8% | $4,648+41.9% |
| Admin fee / account holder | $218 | $176+23.7% | $3,999-94.5% | $430-49.3% |