Filed November 27, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,723 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,867 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,610 | $58,969+74.0% | $129,406-20.7% | $77,762+32.0% |
| Participation rate | 93.9% | 59.5%+34.4pp | 69.6%+24.3pp | 70.6%+23.3pp |
| Annual return | 14.83% | 24.78%-9.9pp | 9468.18%-9453.3pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,203 | $1,959-38.6% | $4,155-71.0% | $2,728-55.9% |
| Participant deferral / active EE | $5,089 | $3,224+57.8% | $4,167+22.1% | $4,651+9.4% |
| Admin fee / account holder | $139 | $593-76.5% | $7,689-98.2% | $433-67.8% |