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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 | $37,076 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,729 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,894 | $61,338+72.6% | $149,717-29.3% | $71,495+48.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.54% | 35.86%-18.3pp | 134.41%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $10,702 | $2,381+349.4% | $4,820+122.0% | $2,589+313.3% |
| Participant deferral / active EE | $7,969 | $2,919+173.0% | $5,682+40.3% | $4,291+85.7% |
| Admin fee / account holder | $263 | $1,263-79.2% | $13,213-98.0% | $1,588-83.5% |