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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,853 |
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $25,222 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,497 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,264 | $101,591-55.4% | $147,096-69.2% | $74,429-39.2% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.2%+0.3pp | 67.2%+15.3pp |
| Annual return | 13.50% | 8746.45%-8733.0pp | 419.75%-406.2pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $3,038 | $3,813-20.3% | $4,936-38.4% | $2,625+15.7% |
| Participant deferral / active EE | $5,534 | $7,302-24.2% | $8,071-31.4% | $4,348+27.3% |
| Admin fee / account holder | $277 | $1,750-84.2% | $13,005-97.9% | $1,944-85.7% |