Filed November 16, 2023
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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 | $70,156 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56,141 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,408 | $92,076+67.7% | $105,607+46.2% | $77,736+98.6% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.3pp | 70.6%+29.0pp |
| Annual return | 11.35% | 17.84%-6.5pp | 116.11%-104.8pp | 31.26%-19.9pp |
| Employer contribution / active EE | $201 | $3,370-94.0% | $3,167-93.7% | $2,728-92.6% |
| Participant deferral / active EE | $5,784 | $5,390+7.3% | $5,011+15.4% | $4,651+24.4% |
| Admin fee / account holder | $164 | $219-25.3% | $10,958-98.5% | $433-62.2% |