Filed October 5, 2023 (most recent of 4 filings on file)
Total covered: 448 employees
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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 | $19,891 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,978 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,771 | $122,063-50.2% | $184,256-67.0% | $74,478-18.4% |
| Participation rate | 91.6% | 85.5%+6.1pp | 86.8%+4.7pp | 67.2%+24.3pp |
| Annual return | 18.65% | 19.92%-1.3pp | 28.85%-10.2pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $3,595 | $4,539-20.8% | $6,427-44.1% | $2,626+36.9% |
| Participant deferral / active EE | $4,482 | $7,144-37.3% | $9,133-50.9% | $4,350+3.0% |
| Admin fee / account holder | $79 | $1,253-93.7% | $13,899-99.4% | $1,946-96.0% |