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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,432 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,023 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,173 | $101,591-28.0% | $147,096-50.3% | $74,429-1.7% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 16.23% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $2,794 | $3,813-26.7% | $4,936-43.4% | $2,625+6.4% |
| Participant deferral / active EE | $9,393 | $7,302+28.6% | $8,071+16.4% | $4,348+116.0% |
| Admin fee / account holder | $258 | $1,750-85.3% | $13,005-98.0% | $1,944-86.7% |