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 | $87,745 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,495 | $53,344+135.3% | $121,210+3.5% | $74,473+68.5% |
| Participation rate | 67.6% | 60.0%+7.6pp | 69.5%-1.9pp | 70.7%-3.1pp |
| Annual return | 20.22% | 35.15%-14.9pp | 987.41%-967.2pp | 34.36%-14.1pp |
| Employer contribution / active EE | $1,129 | $1,898-40.5% | $4,171-72.9% | $2,638-57.2% |
| Participant deferral / active EE | $4,633 | $3,220+43.9% | $4,084+13.5% | $4,530+2.3% |
| Admin fee / account holder | $158 | $382-58.6% | $5,647-97.2% | $347-54.5% |