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) | $33,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,960 | $49,915+148.3% | $154,803-19.9% | $74,304+66.8% |
| Participation rate | 82.2% | 54.0%+28.3pp | 78.1%+4.2pp | 60.3%+21.9pp |
| Annual return | 12.17% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $3,836 | $1,611+138.0% | $4,305-10.9% | $2,241+71.1% |
| Participant deferral / active EE | $7,915 | $2,255+251.0% | $5,540+42.8% | $3,767+110.1% |
| Admin fee / account holder | $466 | $2,189-78.7% | $14,329-96.7% | $2,969-84.3% |