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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 | $54,186 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $49,270 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,489 | $106,230-38.4% | $147,080-55.5% | $77,736-15.8% |
| Participation rate | 93.9% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 17.05% | 56.91%-39.9pp | 420.17%-403.1pp | 31.26%-14.2pp |
| Employer contribution / active EE | $2,851 | $4,072-30.0% | $4,933-42.2% | $2,728+4.5% |
| Participant deferral / active EE | $10,973 | $8,001+37.2% | $8,066+36.0% | $4,651+136.0% |
| Admin fee / account holder | $196 | $338-42.0% | $12,989-98.5% | $433-54.7% |