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 | $35,401 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,642 | $79,169+104.2% | $100,415+61.0% | $74,478+117.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 23.43% | 20.51%+2.9pp | 49.47%-26.0pp | 1370.56%-1347.1pp |
| Employer contribution / active EE | $11,136 | $3,017+269.1% | $3,943+182.4% | $2,626+324.0% |
| Participant deferral / active EE | $14,348 | $7,751+85.1% | $8,091+77.3% | $4,350+229.8% |
| Admin fee / account holder | $249 | $1,337-81.4% | $7,906-96.9% | $1,946-87.2% |