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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,779 |
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 | $288,002 | $91,407+215.1% | $135,903+111.9% | $71,457+303.0% |
| Participation rate | 92.4% | 75.7%+16.8pp | 81.9%+10.5pp | 67.9%+24.5pp |
| Annual return | 20.89% | 29.90%-9.0pp | 68.23%-47.3pp | 28.85%-8.0pp |
| Employer contribution / active EE | $6,968 | $3,703+88.1% | $4,856+43.5% | $2,588+169.3% |
| Participant deferral / active EE | $12,899 | $7,092+81.9% | $7,758+66.3% | $4,289+200.8% |
| Admin fee / account holder | $46 | $1,266-96.4% | $10,762-99.6% | $1,587-97.1% |