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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $516 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,752 | $53,344-59.2% | $121,204-82.1% | $74,460-70.8% |
| Participation rate | 90.2% | 60.0%+30.2pp | 69.5%+20.7pp | 70.7%+19.4pp |
| Annual return | 22.54% | 35.15%-12.6pp | 987.18%-964.6pp | 34.38%-11.8pp |
| Employer contribution / active EE | $1,776 | $1,898-6.4% | $4,170-57.4% | $2,638-32.7% |
| Participant deferral / active EE | $2,183 | $3,220-32.2% | $4,083-46.5% | $4,530-51.8% |
| Admin fee / account holder | $56 | $382-85.3% | $5,651-99.0% | $348-83.9% |