Filed December 7, 2022 (most recent of 2 filings on file)
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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 | $538 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,407 | $46,332+136.1% | $143,797-23.9% | $64,824+68.8% |
| Participation rate | 0.0% | 64.2%-64.2pp | 80.3%-80.3pp | 71.5%-71.5pp |
| Annual return | -12.71% | -10.05%-2.7pp | -0.04%-12.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,217 | $2,647-16.3% | $5,638-60.7% | $4,311-48.6% |
| Admin fee / account holder | $38 | $154-75.6% | $14,679-99.7% | $188-80.0% |