Filed March 21, 2025
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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 | $74,049 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $11,731 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | -$3,064 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,810 | $91,710-4.3% | $67,560+30.0% | $77,762+12.9% |
| Participation rate | 87.4% | 76.0%+11.4pp | 72.9%+14.5pp | 70.6%+16.8pp |
| Annual return | 11.50% | 14.88%-3.4pp | 3533.50%-3522.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $3,289 | $3,187+3.2% | $2,737+20.2% | $2,728+20.6% |
| Participant deferral / active EE | $4,080 | $3,911+4.3% | $4,004+1.9% | $4,651-12.3% |
| Admin fee / account holder | $229 | $245-6.6% | $3,994-94.3% | $433-47.2% |