Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 employees
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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 | $13,017 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,801 |
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 | $155,616 | $58,234+167.2% | $81,783+90.3% | $80,874+92.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.64% | 41.70%-26.1pp | 775.05%-759.4pp | 35.62%-20.0pp |
| Employer contribution / active EE | $18,331 | $2,341+682.9% | $2,913+529.4% | $2,756+565.2% |
| Participant deferral / active EE | $10,319 | $3,283+214.3% | $4,320+138.9% | $4,297+140.2% |
| Admin fee / account holder | $100 | $4,982-98.0% | $7,380-98.6% | $6,935-98.6% |