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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 | $52,450-73.9% | $129,397-89.4% | $74,429-81.6% |
| Participation rate | 97.7% | 53.8%+43.9pp | 69.6%+28.1pp | 67.2%+30.5pp |
| Annual return | 14.81% | 15.65%-0.8pp | 9453.98%-9439.2pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $77 | $1,532-95.0% | $4,154-98.1% | $2,625-97.1% |
| Participant deferral / active EE | $2,788 | $2,797-0.3% | $4,167-33.1% | $4,348-35.9% |
| Admin fee / account holder | $104 | $2,636-96.1% | $7,679-98.6% | $1,944-94.7% |