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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 | $90,535 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $26,083 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,118 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $7,601 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,249 | $89,465-20.4% | $165,100-56.8% | $77,762-8.4% |
| Participation rate | 86.4% | 78.6%+7.8pp | 78.6%+7.8pp | 70.6%+15.9pp |
| Annual return | 14.48% | 28.86%-14.4pp | 70.21%-55.7pp | 31.27%-16.8pp |
| Employer contribution / active EE | $1,204 | $2,565-53.1% | $4,348-72.3% | $2,728-55.9% |
| Participant deferral / active EE | $5,149 | $4,904+5.0% | $6,035-14.7% | $4,651+10.7% |
| Admin fee / account holder | $209 | $340-38.5% | $12,696-98.4% | $433-51.7% |