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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 | $30,558 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,877 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,426 | $65,092+49.7% | $143,799-32.2% | $66,938+45.5% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -16.18% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $11,657 | $2,362+393.6% | $4,952+135.4% | $2,545+358.0% |
| Participant deferral / active EE | $8,159 | $2,920+179.4% | $5,638+44.7% | $4,238+92.5% |
| Admin fee / account holder | $257 | $502-48.9% | $14,677-98.3% | $594-56.7% |