Filed November 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $40,841 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,815 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,639 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,834 | $50,815-51.1% | $155,509-84.0% | $77,643-68.0% |
| Participation rate | 96.5% | 63.1%+33.4pp | 78.2%+18.3pp | 70.6%+25.9pp |
| Annual return | 11.67% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,265 | $1,993-36.5% | $4,672-72.9% | $2,726-53.6% |
| Participant deferral / active EE | $2,885 | $2,822+2.2% | $5,626-48.7% | $4,647-37.9% |
| Admin fee / account holder | $168 | $437-61.5% | $15,912-98.9% | $430-61.0% |