Filed October 16, 2023 (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 | $69,121 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $37,998 |
Service code 13 430 W 7TH ST, STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $18,942 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,607 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $3,623 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,771 | $50,919-31.7% | $155,556-77.6% | $77,762-55.3% |
| Participation rate | 79.0% | 63.1%+15.9pp | 78.2%+0.8pp | 70.6%+8.4pp |
| Annual return | 33.98% | 34.84%-0.9pp | 64.84%-30.9pp | 31.27%+2.7pp |
| Employer contribution / active EE | $1,774 | $1,991-10.9% | $4,675-62.1% | $2,728-35.0% |
| Participant deferral / active EE | $3,230 | $2,824+14.4% | $5,631-42.6% | $4,651-30.5% |
| Admin fee / account holder | $266 | $437-39.0% | $15,885-98.3% | $433-38.5% |