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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 | $15,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,428 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,284 | $102,661+27.9% | $151,639-13.4% | $66,938+96.1% |
| Participation rate | 84.2% | 85.5%-1.3pp | 87.5%-3.3pp | 69.8%+14.4pp |
| Annual return | -11.84% | -10.81%-1.0pp | 3.34%-15.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $3,804 | $4,184-9.1% | $6,165-38.3% | $2,545+49.5% |
| Participant deferral / active EE | $5,404 | $6,645-18.7% | $8,363-35.4% | $4,238+27.5% |
| Admin fee / account holder | $98 | $630-84.5% | $11,613-99.2% | $594-83.6% |