Filed April 12, 2023 (most recent of 3 filings on file)
| 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 | $76,209-2.9% | $81,370-9.1% | $200,096-63.0% |
| Participation rate | 97.5% | 76.4%+21.1pp | 69.5%+28.0pp | 72.0%+25.5pp |
| Annual return | 58.06% | 15.55%+42.5pp | 24.85%+33.2pp | 34.26%+23.8pp |
| Employer contribution / active EE | $1,490 | $2,807-46.9% | $2,464-39.5% | $3,038-51.0% |
| Participant deferral / active EE | $2,259 | $4,210-46.3% | $3,885-41.9% | $5,090-55.6% |
| Admin fee / account holder | $53 | $146-63.7% | $5,749-99.1% | $269-80.3% |