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 | $36,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,231 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,445 | $130,294-9.1% | $170,057-30.4% | $71,529+65.6% |
| Participation rate | 85.1% | 86.2%-1.1pp | 87.0%-1.9pp | 67.9%+17.1pp |
| Annual return | 15.02% | 20.36%-5.3pp | 53.42%-38.4pp | 28.97%-14.0pp |
| Employer contribution / active EE | $4,559 | $4,385+4.0% | $6,790-32.9% | $2,590+76.0% |
| Participant deferral / active EE | $5,325 | $6,928-23.1% | $10,411-48.9% | $4,291+24.1% |
| Admin fee / account holder | $209 | $966-78.4% | $12,826-98.4% | $1,588-86.8% |