Filed January 22, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,003 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $33,873 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,221 | $132,049-47.6% | $200,582-65.5% | $74,304-6.8% |
| Participation rate | 90.1% | 84.1%+6.1pp | 86.9%+3.3pp | 60.3%+29.8pp |
| Annual return | 15.92% | 22.22%-6.3pp | 42.33%-26.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,884 | $4,558-14.8% | $6,419-39.5% | $2,241+73.3% |
| Participant deferral / active EE | $5,563 | $7,213-22.9% | $9,331-40.4% | $3,767+47.7% |
| Admin fee / account holder | $282 | $2,405-88.3% | $16,305-98.3% | $2,969-90.5% |