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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,182 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,240 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,036 | $62,177+4.6% | $81,370-20.1% | $74,478-12.7% |
| Participation rate | 76.0% | 64.1%+11.9pp | 69.5%+6.4pp | 67.2%+8.8pp |
| Annual return | 13.27% | 16.62%-3.3pp | 24.85%-11.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $389 | $1,881-79.3% | $2,464-84.2% | $2,626-85.2% |
| Participant deferral / active EE | $2,880 | $3,219-10.5% | $3,885-25.9% | $4,350-33.8% |
| Admin fee / account holder | $64 | $1,927-96.7% | $5,749-98.9% | $1,946-96.7% |