Filed January 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $32,921 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,472 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,676 | $55,470+121.2% | $155,556-21.1% | $74,478+64.7% |
| Participation rate | 67.5% | 61.9%+5.6pp | 78.2%-10.7pp | 67.2%+0.3pp |
| Annual return | 11.79% | 269.80%-258.0pp | 64.84%-53.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $3,257 | $2,267+43.7% | $4,675-30.3% | $2,626+24.0% |
| Participant deferral / active EE | $7,166 | $2,838+152.5% | $5,631+27.3% | $4,350+64.7% |
| Admin fee / account holder | $448 | $1,744-74.3% | $15,885-97.2% | $1,946-77.0% |