Filed November 27, 2023 (most recent of 2 filings on file)
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| 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 | $58,911+74.2% | $129,384-20.7% | $77,736+32.0% |
| Participation rate | 93.9% | 59.4%+34.5pp | 69.6%+24.3pp | 70.6%+23.3pp |
| Annual return | 14.83% | 24.75%-9.9pp | 9461.77%-9446.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,203 | $1,955-38.5% | $4,153-71.0% | $2,728-55.9% |
| Participant deferral / active EE | $5,089 | $3,220+58.1% | $4,166+22.2% | $4,651+9.4% |
| Admin fee / account holder | $139 | $592-76.4% | $7,686-98.2% | $433-67.8% |