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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 | $114,732 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $46,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,349 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,935 | $50,820-21.4% | $155,567-74.3% | $77,671-48.6% |
| Participation rate | 91.0% | 63.1%+27.9pp | 78.2%+12.8pp | 70.6%+20.5pp |
| Annual return | 13.32% | 34.85%-21.5pp | 64.74%-51.4pp | 31.21%-17.9pp |
| Employer contribution / active EE | $2,455 | $1,993+23.2% | $4,674-47.5% | $2,726-9.9% |
| Participant deferral / active EE | $5,362 | $2,823+89.9% | $5,628-4.7% | $4,648+15.4% |
| Admin fee / account holder | $164 | $436-62.3% | $15,916-99.0% | $430-61.8% |