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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 | $101,653-28.0% | $147,080-50.2% | $74,459-1.7% |
| Participation rate | 98.1% | 75.6%+22.6pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 16.23% | 8754.98%-8738.7pp | 420.17%-403.9pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $2,794 | $3,813-26.7% | $4,933-43.4% | $2,626+6.4% |
| Participant deferral / active EE | $9,393 | $7,304+28.6% | $8,066+16.4% | $4,350+115.9% |
| Admin fee / account holder | $258 | $1,752-85.3% | $12,989-98.0% | $1,945-86.7% |