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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 | $122,239+19.1% | $184,200-21.0% | $74,546+95.3% |
| Participation rate | 95.1% | 85.5%+9.7pp | 86.8%+8.3pp | 67.2%+27.9pp |
| Annual return | 13.67% | 19.95%-6.3pp | 28.80%-15.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,974 | $4,537-12.4% | $6,424-38.1% | $2,624+51.4% |
| Participant deferral / active EE | $15,467 | $7,139+116.7% | $9,132+69.4% | $4,347+255.8% |
| Admin fee / account holder | $88 | $1,260-93.0% | $13,907-99.4% | $1,944-95.5% |