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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,633 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $43,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,026 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,759 | $73,034-14.1% | $77,183-18.7% | $80,149-21.7% |
| Participation rate | 99.9% | 78.1%+21.8pp | 69.6%+30.3pp | 72.9%+27.0pp |
| Annual return | 14.60% | 18.56%-4.0pp | 37.89%-23.3pp | 40.39%-25.8pp |
| Employer contribution / active EE | $1,887 | $2,779-32.1% | $2,534-25.5% | $2,977-36.6% |
| Participant deferral / active EE | $2,728 | $4,140-34.1% | $3,833-28.8% | $5,015-45.6% |
| Admin fee / account holder | $62 | $104-40.6% | $5,475-98.9% | $145-57.5% |