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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 | $58,778-18.2% | $129,295-62.8% | $77,671-38.1% |
| Participation rate | 92.4% | 59.2%+33.1pp | 69.6%+22.8pp | 70.6%+21.8pp |
| Annual return | 16.13% | 24.73%-8.6pp | 9429.28%-9413.2pp | 31.21%-15.1pp |
| Employer contribution / active EE | $2,588 | $1,952+32.6% | $4,157-37.7% | $2,726-5.1% |
| Participant deferral / active EE | $3,022 | $3,212-5.9% | $4,169-27.5% | $4,648-35.0% |
| Admin fee / account holder | $98 | $589-83.4% | $7,665-98.7% | $430-77.2% |