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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 | $15,118 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $7,652 |
Service code 99 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $1,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $228 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,550 | $79,209-82.9% | $102,434-86.8% | $74,459-81.8% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 28.88% | 54.98%-26.1pp | 29.46%-0.6pp | 1369.70%-1340.8pp |
| Employer contribution / active EE | $2,254 | $2,362-4.6% | $3,023-25.4% | $2,626-14.1% |
| Participant deferral / active EE | $3,965 | $4,417-10.2% | $5,055-21.6% | $4,350-8.8% |
| Admin fee / account holder | $105 | $2,002-94.8% | $9,462-98.9% | $1,945-94.6% |