Filed March 7, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,178,420 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,891 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,590 | $110,258+147.2% | $102,460+166.0% | $200,096+36.2% |
| Participation rate | 98.8% | 86.3%+12.5pp | 76.5%+22.3pp | 72.0%+26.8pp |
| Annual return | 13.69% | 35.78%-22.1pp | 29.47%-15.8pp | 34.26%-20.6pp |
| Employer contribution / active EE | $13,955 | $3,605+287.1% | $3,025+361.3% | $3,038+359.4% |
| Participant deferral / active EE | $12,521 | $6,377+96.3% | $5,056+147.6% | $5,090+146.0% |
| Admin fee / account holder | $270 | $122+121.1% | $9,460-97.1% | $269+0.4% |