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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,482 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,040 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $704 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,796 | $65,125+137.7% | $143,797+7.6% | $66,949+131.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.04% | -11.13%-4.9pp | -0.04%-16.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $9,547 | $2,362+304.1% | $4,952+92.8% | $2,545+275.1% |
| Participant deferral / active EE | $6,841 | $2,920+134.3% | $5,638+21.3% | $4,239+61.4% |
| Admin fee / account holder | $88 | $503-82.6% | $14,679-99.4% | $594-85.3% |