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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,174 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,645 | $92,076-22.2% | $105,607-32.2% | $77,736-7.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.47% | 17.84%-4.4pp | 116.11%-102.6pp | 31.26%-17.8pp |
| Employer contribution / active EE | $2,410 | $3,370-28.5% | $3,167-23.9% | $2,728-11.6% |
| Participant deferral / active EE | $5,130 | $5,390-4.8% | $5,011+2.4% | $4,651+10.3% |
| Admin fee / account holder | $59 | $219-72.9% | $10,958-99.5% | $433-86.3% |