Filed November 6, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $217,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $217,296 |
Annual investment return 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 | $116,173 | $122,693-5.3% | $184,203-36.9% | $199,593-41.8% |
| Participation rate | 99.0% | 86.8%+12.2pp | 86.8%+12.1pp | 72.0%+27.0pp |
| Annual return | 11.81% | 143.91%-132.1pp | 28.81%-17.0pp | 34.25%-22.4pp |
| Employer contribution / active EE | $3,819 | $4,584-16.7% | $6,427-40.6% | $3,034+25.8% |
| Participant deferral / active EE | $7,327 | $7,990-8.3% | $9,131-19.8% | $5,087+44.0% |
| Admin fee / account holder | $210 | $121+74.4% | $13,901-98.5% | $269-21.8% |