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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 | $106,164-38.3% | $147,041-55.5% | $77,692-15.7% |
| Participation rate | 93.9% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 17.05% | 56.81%-39.8pp | 419.21%-402.2pp | 31.25%-14.2pp |
| Employer contribution / active EE | $2,851 | $4,066-29.9% | $4,935-42.2% | $2,726+4.6% |
| Participant deferral / active EE | $10,973 | $7,993+37.3% | $8,071+36.0% | $4,648+136.1% |
| Admin fee / account holder | $196 | $338-41.9% | $13,006-98.5% | $431-54.4% |