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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 | $45,456 |
LPL FINANCIAL10+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $34,018 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,429 | $80,674-51.1% | $119,126-66.9% | $64,340-38.7% |
| Participation rate | 78.8% | 55.2%+23.6pp | 75.8%+3.0pp | 55.2%+23.5pp |
| Annual return | 45.21% | 26.86%+18.3pp | 282.11%-236.9pp | 24.14%+21.1pp |
| Employer contribution / active EE | $2,552 | $2,564-0.5% | $4,034-36.7% | $1,862+37.1% |
| Participant deferral / active EE | $4,438 | $3,053+45.3% | $5,318-16.5% | $2,980+48.9% |
| Admin fee / account holder | $278 | $4,559-93.9% | $10,693-97.4% | $3,703-92.5% |