Filed January 27, 2025 (most recent of 4 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 | $356,785 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $76,834 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,607 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,202 | $39,166-45.9% | $79,550-73.3% | $78,044-72.8% |
| Participation rate | 74.0% | 57.3%+16.7pp | 69.5%+4.5pp | 74.4%-0.4pp |
| Annual return | -16.55% | -9.39%-7.2pp | 0.16%-16.7pp | 10.87%-27.4pp |
| Employer contribution / active EE | $102 | $1,019-90.0% | $2,413-95.8% | $3,125-96.7% |
| Participant deferral / active EE | $1,282 | $2,079-38.3% | $3,985-67.8% | $5,084-74.8% |
| Admin fee / account holder | $81 | $67+20.6% | $6,832-98.8% | $79+2.5% |