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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 | $11,738 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,926 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,690 | $52,507-73.9% | $129,406-89.4% | $74,478-81.6% |
| Participation rate | 97.7% | 53.9%+43.8pp | 69.6%+28.1pp | 67.2%+30.5pp |
| Annual return | 14.81% | 15.64%-0.8pp | 9468.18%-9453.4pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $77 | $1,534-95.0% | $4,155-98.1% | $2,626-97.1% |
| Participant deferral / active EE | $2,788 | $2,801-0.5% | $4,167-33.1% | $4,350-35.9% |
| Admin fee / account holder | $104 | $2,639-96.1% | $7,689-98.7% | $1,946-94.7% |