Filed January 26, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $123,344 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $61,019 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $60,943 |
Annual investment return 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 | $220,910 | $129,227+70.9% | $184,256+19.9% | $77,762+184.1% |
| Participation rate | 99.1% | 87.4%+11.8pp | 86.8%+12.3pp | 70.6%+28.5pp |
| Annual return | 11.63% | 33.24%-21.6pp | 28.85%-17.2pp | 31.27%-19.6pp |
| Employer contribution / active EE | $5,250 | $4,412+19.0% | $6,427-18.3% | $2,728+92.4% |
| Participant deferral / active EE | $8,775 | $7,307+20.1% | $9,133-3.9% | $4,651+88.7% |
| Admin fee / account holder | $249 | $256-2.6% | $13,899-98.2% | $433-42.5% |