Filed December 2, 2022 (most recent of 2 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 | $52,379 |
Filed as: SPRENKLE STACY WEALTH MANAGEMENT Service code 27 312 WALNUT ST · CINCINNATI, OH 45202 | Advisory (Plan) | $45,291 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,069 |
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 | $52,369 | $89,465-41.5% | $165,071-68.3% | $77,736-32.6% |
| Participation rate | 93.8% | 78.6%+15.1pp | 78.6%+15.1pp | 70.6%+23.2pp |
| Annual return | 10.80% | 28.86%-18.1pp | 70.17%-59.4pp | 31.26%-20.5pp |
| Employer contribution / active EE | $2,555 | $2,565-0.4% | $4,347-41.2% | $2,728-6.3% |
| Participant deferral / active EE | $4,236 | $4,904-13.6% | $6,035-29.8% | $4,651-8.9% |
| Admin fee / account holder | $282 | $340-17.1% | $12,695-97.8% | $433-35.0% |