Filed October 24, 2023 (most recent of 3 filings on file)
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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 | $24,665 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,013 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,117 | $88,083-60.1% | $164,813-78.7% | $74,495-52.9% |
| Participation rate | 94.8% | 73.0%+21.8pp | 78.6%+16.2pp | 67.2%+27.6pp |
| Annual return | 20.87% | 17.26%+3.6pp | 69.93%-49.1pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $2,885 | $2,593+11.2% | $4,341-33.5% | $2,623+10.0% |
| Participant deferral / active EE | $3,871 | $4,498-13.9% | $6,031-35.8% | $4,346-10.9% |
| Admin fee / account holder | $254 | $2,234-88.6% | $12,690-98.0% | $1,942-86.9% |