Filed April 12, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $168,466 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $46,766 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,624 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,971 | $76,172-2.9% | $81,353-9.1% | $199,960-63.0% |
| Participation rate | 97.5% | 76.2%+21.3pp | 69.5%+28.0pp | 72.0%+25.5pp |
| Annual return | 58.06% | 15.59%+42.5pp | 24.82%+33.2pp | 34.28%+23.8pp |
| Employer contribution / active EE | $1,490 | $2,800-46.8% | $2,464-39.5% | $3,036-50.9% |
| Participant deferral / active EE | $2,259 | $4,200-46.2% | $3,885-41.9% | $5,087-55.6% |
| Admin fee / account holder | $53 | $146-63.7% | $5,766-99.1% | $269-80.3% |