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 | $34,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,429 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,239 | $102,661+8.4% | $151,645-26.6% | $66,949+66.2% |
| Participation rate | 83.1% | 85.5%-2.5pp | 87.5%-4.4pp | 69.8%+13.2pp |
| Annual return | -14.29% | -10.81%-3.5pp | 3.34%-17.6pp | 1.57%-15.9pp |
| Employer contribution / active EE | $4,300 | $4,184+2.8% | $6,165-30.3% | $2,545+68.9% |
| Participant deferral / active EE | $4,897 | $6,645-26.3% | $8,363-41.4% | $4,239+15.5% |
| Admin fee / account holder | $212 | $630-66.4% | $11,614-98.2% | $594-64.3% |