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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190,868 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $38,000 |
Filed as: EMPOWER FINANCIAL SERVICES,INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE CO, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,166 | $62,541+26.6% | $129,406-38.8% | $200,096-60.4% |
| Participation rate | 95.8% | 56.8%+39.0pp | 69.6%+26.2pp | 72.0%+23.8pp |
| Annual return | 16.40% | 16.95%-0.6pp | 9468.18%-9451.8pp | 34.26%-17.9pp |
| Employer contribution / active EE | $3,485 | $2,392+45.7% | $4,155-16.1% | $3,038+14.7% |
| Participant deferral / active EE | $8,614 | $3,123+175.9% | $4,167+106.7% | $5,090+69.2% |
| Admin fee / account holder | $124 | $167-25.9% | $7,689-98.4% | $269-54.1% |