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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 | $5,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,008 | $122,063+25.4% | $184,256-17.0% | $74,478+105.4% |
| Participation rate | 82.7% | 85.5%-2.8pp | 86.8%-4.2pp | 67.2%+15.4pp |
| Annual return | 16.60% | 19.92%-3.3pp | 28.85%-12.2pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $3,585 | $4,539-21.0% | $6,427-44.2% | $2,626+36.5% |
| Participant deferral / active EE | $5,755 | $7,144-19.5% | $9,133-37.0% | $4,350+32.3% |
| Admin fee / account holder | $128 | $1,253-89.7% | $13,899-99.1% | $1,946-93.4% |