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 | $49,507 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,958 | $128,603+26.7% | $197,124-17.3% | $67,986+139.7% |
| Participation rate | 82.8% | 81.7%+1.1pp | 86.7%-4.0pp | 57.2%+25.6pp |
| Annual return | 16.21% | 23.77%-7.6pp | 44.34%-28.1pp | 31.67%-15.5pp |
| Employer contribution / active EE | $4,623 | $4,379+5.6% | $6,227-25.8% | $2,019+129.0% |
| Participant deferral / active EE | $5,690 | $6,840-16.8% | $9,135-37.7% | $3,358+69.5% |
| Admin fee / account holder | $272 | $3,035-91.0% | $16,298-98.3% | $3,203-91.5% |