Filed October 18, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,095 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,654 | $84,487+215.6% | $125,339+112.7% | $66,914+298.5% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.5pp | 69.8%+22.1pp |
| Annual return | -16.71% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $7,097 | $3,553+99.8% | $4,814+47.4% | $2,544+178.9% |
| Participant deferral / active EE | $12,131 | $6,781+78.9% | $7,446+62.9% | $4,237+186.3% |
| Admin fee / account holder | $72 | $685-89.5% | $10,010-99.3% | $593-87.8% |