Filed November 27, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $94,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,833 |
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 | $112,241 | $47,898+134.3% | $117,529-4.5% | $64,824+73.1% |
| Participation rate | 73.9% | 61.9%+12.0pp | 70.6%+3.3pp | 71.5%+2.4pp |
| Annual return | -16.66% | -15.54%-1.1pp | 29.77%-46.4pp | 32.84%-49.5pp |
| Employer contribution / active EE | $1,227 | $1,774-30.8% | $4,179-70.6% | $2,507-51.1% |
| Participant deferral / active EE | $4,979 | $3,151+58.0% | $4,072+22.3% | $4,311+15.5% |
| Admin fee / account holder | $173 | $132+31.4% | $5,645-96.9% | $188-7.8% |