Filed September 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $124,964 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 55 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $80,559 |
MMLIS3 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,206 | $101,653+112.7% | $147,080+47.0% | $74,459+190.4% |
| Participation rate | 97.6% | 75.6%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 13.94% | 8754.98%-8741.0pp | 420.17%-406.2pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $8,942 | $3,813+134.5% | $4,933+81.3% | $2,626+240.5% |
| Participant deferral / active EE | $11,425 | $7,304+56.4% | $8,066+41.6% | $4,350+162.7% |
| Admin fee / account holder | $457 | $1,752-73.9% | $12,989-96.5% | $1,945-76.5% |