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 | $49,624 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $26,950 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $13,497 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,428 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,744 |
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 | $22,311 | $46,332-51.8% | $143,797-84.5% | $64,824-65.6% |
| Participation rate | 71.9% | 64.2%+7.6pp | 80.3%-8.4pp | 71.5%+0.4pp |
| Annual return | -20.42% | -10.05%-10.4pp | -0.04%-20.4pp | 32.84%-53.3pp |
| Employer contribution / active EE | $1,528 | $1,911-20.0% | $4,952-69.1% | $2,507-39.0% |
| Participant deferral / active EE | $2,748 | $2,647+3.8% | $5,638-51.3% | $4,311-36.2% |
| Admin fee / account holder | $247 | $154+60.9% | $14,679-98.3% | $188+31.8% |