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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,591 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,692 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $2,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,314 | $91,474-17.7% | $135,982-44.6% | $71,529+5.3% |
| Participation rate | 98.0% | 75.7%+22.3pp | 81.9%+16.0pp | 67.9%+30.0pp |
| Annual return | 22.74% | 29.89%-7.2pp | 68.32%-45.6pp | 28.97%-6.2pp |
| Employer contribution / active EE | $3,279 | $3,705-11.5% | $4,859-32.5% | $2,590+26.6% |
| Participant deferral / active EE | $11,920 | $7,095+68.0% | $7,760+53.6% | $4,291+177.8% |
| Admin fee / account holder | $229 | $1,267-81.9% | $10,767-97.9% | $1,588-85.6% |