Filed July 10, 2023 (most recent of 2 filings on file)
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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 | $43,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,567 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,423 | $122,063+15.9% | $184,256-23.2% | $74,478+89.9% |
| Participation rate | 85.1% | 85.5%-0.4pp | 86.8%-1.8pp | 67.2%+17.8pp |
| Annual return | 14.01% | 19.92%-5.9pp | 28.85%-14.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $4,503 | $4,539-0.8% | $6,427-29.9% | $2,626+71.5% |
| Participant deferral / active EE | $5,424 | $7,144-24.1% | $9,133-40.6% | $4,350+24.7% |
| Admin fee / account holder | $245 | $1,253-80.4% | $13,899-98.2% | $1,946-87.4% |