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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 | $13,476 |
THREE BELL CAPITAL LLC7 years Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $12,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,203 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,553 | $122,042+19.3% | $184,260-21.0% | $74,459+95.5% |
| Participation rate | 95.1% | 85.5%+9.7pp | 86.8%+8.3pp | 67.2%+27.9pp |
| Annual return | 13.67% | 19.91%-6.2pp | 28.84%-15.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $3,974 | $4,537-12.4% | $6,427-38.2% | $2,626+51.3% |
| Participant deferral / active EE | $15,467 | $7,143+116.5% | $9,133+69.4% | $4,350+255.6% |
| Admin fee / account holder | $88 | $1,252-93.0% | $13,898-99.4% | $1,945-95.5% |