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 | $5,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,860 |
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 | $351,325 | $101,317+246.8% | $146,958+139.1% | $74,495+371.6% |
| Participation rate | 91.3% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 14.37% | 8730.91%-8716.5pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $7,387 | $3,810+93.9% | $4,933+49.7% | $2,623+181.6% |
| Participant deferral / active EE | $13,391 | $7,303+83.4% | $8,070+65.9% | $4,346+208.1% |
| Admin fee / account holder | $64 | $1,739-96.3% | $12,998-99.5% | $1,942-96.7% |