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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $869 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,074 | $58,859-18.3% | $129,397-62.8% | $77,714-38.1% |
| Participation rate | 92.4% | 59.3%+33.1pp | 69.6%+22.8pp | 70.6%+21.8pp |
| Annual return | 16.13% | 24.74%-8.6pp | 9453.98%-9437.9pp | 31.26%-15.1pp |
| Employer contribution / active EE | $2,588 | $1,952+32.6% | $4,154-37.7% | $2,727-5.1% |
| Participant deferral / active EE | $3,022 | $3,215-6.0% | $4,167-27.5% | $4,649-35.0% |
| Admin fee / account holder | $98 | $591-83.4% | $7,679-98.7% | $433-77.4% |