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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,410 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,264 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,322 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,040 | $91,474-24.5% | $135,982-49.2% | $71,529-3.5% |
| Participation rate | 99.0% | 75.7%+23.4pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 19.85% | 29.89%-10.0pp | 68.32%-48.5pp | 28.97%-9.1pp |
| Employer contribution / active EE | $2,918 | $3,705-21.3% | $4,859-40.0% | $2,590+12.7% |
| Participant deferral / active EE | $8,784 | $7,095+23.8% | $7,760+13.2% | $4,291+104.7% |
| Admin fee / account holder | $226 | $1,267-82.1% | $10,767-97.9% | $1,588-85.7% |