Filed April 12, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $194,090 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $44,602 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,518 | $61,756-16.6% | $69,888-26.3% | $77,906-33.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 70.5%+29.5pp | 73.7%+26.3pp |
| Annual return | 17.81% | -11.86%+29.7pp | 190.87%-173.1pp | 12.16%+5.7pp |
| Employer contribution / active EE | $1,719 | $2,706-36.5% | $2,560-32.9% | $2,846-39.6% |
| Participant deferral / active EE | $2,381 | $3,977-40.1% | $3,849-38.1% | $4,805-50.5% |
| Admin fee / account holder | $69 | $101-31.6% | $6,267-98.9% | $133-47.7% |