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 | $52,197 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $28,414 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $17,148 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,973 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,867 | $47,180-45.2% | $149,723-82.7% | $74,473-65.3% |
| Participation rate | 78.3% | 63.4%+14.9pp | 78.8%-0.5pp | 70.7%+7.6pp |
| Annual return | 17.08% | 22.75%-5.7pp | 134.50%-117.4pp | 34.36%-17.3pp |
| Employer contribution / active EE | $1,736 | $1,907-9.0% | $4,821-64.0% | $2,638-34.2% |
| Participant deferral / active EE | $3,076 | $2,730+12.7% | $5,682-45.9% | $4,530-32.1% |
| Admin fee / account holder | $236 | $343-31.2% | $13,215-98.2% | $347-31.9% |