Filed November 27, 2024
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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 | $37,882 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,437 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,221 | $82,879+135.5% | $96,576+102.1% | $67,986+187.1% |
| Participation rate | 99.4% | 75.2%+24.2pp | 81.4%+17.9pp | 57.2%+42.1pp |
| Annual return | 18.28% | 36.90%-18.6pp | 38.47%-20.2pp | 31.67%-13.4pp |
| Employer contribution / active EE | $11,779 | $2,727+331.9% | $3,553+231.5% | $2,019+483.5% |
| Participant deferral / active EE | $15,907 | $6,976+128.0% | $7,956+99.9% | $3,358+373.7% |
| Admin fee / account holder | $268 | $2,783-90.4% | $11,381-97.6% | $3,203-91.6% |