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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 35142 LB 1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $55,873 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,135 | $47,180+173.7% | $149,723-13.8% | $74,473+73.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.64% | 22.75%-6.1pp | 134.50%-117.9pp | 34.36%-17.7pp |
| Employer contribution / active EE | $6,580 | $1,907+245.0% | $4,821+36.5% | $2,638+149.4% |
| Participant deferral / active EE | $5,517 | $2,730+102.1% | $5,682-2.9% | $4,530+21.8% |
| Admin fee / account holder | $148 | $343-56.9% | $13,215-98.9% | $347-57.4% |