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 | $13,687 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,730 |
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 | $380,798 | $100,923+277.3% | $150,045+153.8% | $74,304+412.5% |
| Participation rate | 92.1% | 70.1%+22.0pp | 82.3%+9.7pp | 60.3%+31.7pp |
| Annual return | 14.97% | 51.77%-36.8pp | 62.55%-47.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $8,044 | $3,463+132.3% | $4,693+71.4% | $2,241+258.9% |
| Participant deferral / active EE | $13,948 | $6,709+107.9% | $7,997+74.4% | $3,767+270.2% |
| Admin fee / account holder | $138 | $2,767-95.0% | $13,435-99.0% | $2,969-95.3% |