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 | $58,311+166.9% | $81,882+90.0% | $80,959+92.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.64% | 41.85%-26.2pp | 779.47%-763.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $18,331 | $2,347+681.2% | $2,916+528.6% | $2,757+564.8% |
| Participant deferral / active EE | $10,319 | $3,287+213.9% | $4,323+138.7% | $4,300+140.0% |
| Admin fee / account holder | $100 | $4,752-97.9% | $7,360-98.6% | $6,925-98.6% |