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 | $11,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,162 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,844 | $54,370+162.7% | $82,763+72.6% | $68,490+108.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.18% | -13.67%+0.5pp | 702.45%-715.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $18,462 | $2,219+731.9% | $3,008+513.7% | $2,597+611.0% |
| Participant deferral / active EE | $9,433 | $3,247+190.5% | $4,395+114.6% | $4,028+134.2% |
| Admin fee / account holder | $98 | $4,398-97.8% | $5,325-98.2% | $5,403-98.2% |