Filed January 9, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,968 | $122,063-96.7% | $184,256-97.8% | $74,478-94.7% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 0.00% | 19.92%-19.9pp | 28.85%-28.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $2,477 | $4,539-45.4% | $6,427-61.5% | $2,626-5.7% |
| Participant deferral / active EE | $1,598 | $7,144-77.6% | $9,133-82.5% | $4,350-63.3% |
| Admin fee / account holder | $1 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |