Filed April 29, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,479 |
Filed as: HUB INVESTMENT PARTNERS LLC Service code 27 900 S CAPITAL OF TX HWY STE 350 · AUSTIN, TX 78746 | Advisory (Plan) | $7,560 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,417 | $129,227-50.9% | $184,260-65.6% | $77,736-18.4% |
| Participation rate | 97.9% | 87.4%+10.5pp | 86.8%+11.1pp | 70.6%+27.3pp |
| Annual return | 14.76% | 33.24%-18.5pp | 28.84%-14.1pp | 31.26%-16.5pp |
| Employer contribution / active EE | $3,297 | $4,412-25.3% | $6,427-48.7% | $2,728+20.9% |
| Participant deferral / active EE | $6,483 | $7,307-11.3% | $9,133-29.0% | $4,651+39.4% |
| Admin fee / account holder | $218 | $256-14.9% | $13,898-98.4% | $433-49.8% |