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 | $29,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,381 | $69,511+68.9% | $94,664+24.0% | $71,511+64.1% |
| Participation rate | 94.8% | 78.4%+16.4pp | 80.8%+14.0pp | 67.9%+26.9pp |
| Annual return | 18.12% | 29.67%-11.6pp | 156.84%-138.7pp | 28.86%-10.7pp |
| Employer contribution / active EE | $10,952 | $2,853+283.8% | $3,673+198.2% | $2,589+323.0% |
| Participant deferral / active EE | $12,656 | $7,348+72.2% | $7,417+70.6% | $4,291+195.0% |
| Admin fee / account holder | $191 | $1,211-84.2% | $7,222-97.4% | $1,588-88.0% |