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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 | $58,969-18.5% | $129,406-62.8% | $77,762-38.2% |
| Participation rate | 92.4% | 59.5%+32.9pp | 69.6%+22.7pp | 70.6%+21.8pp |
| Annual return | 16.13% | 24.78%-8.6pp | 9468.18%-9452.0pp | 31.27%-15.1pp |
| Employer contribution / active EE | $2,588 | $1,959+32.2% | $4,155-37.7% | $2,728-5.1% |
| Participant deferral / active EE | $3,022 | $3,224-6.3% | $4,167-27.5% | $4,651-35.0% |
| Admin fee / account holder | $98 | $593-83.5% | $7,689-98.7% | $433-77.4% |