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 | $15,961 |
Service code 27 100 SOUTH ASHLEY DR STE 620 · TAMPA, FL 33602 | Advisory (Plan) | $2,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,466 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,845 | $93,351+10.2% | $62,929+63.4% | $79,634+29.1% |
| Participation rate | 77.0% | 74.6%+2.4pp | 73.1%+3.9pp | 62.5%+14.6pp |
| Annual return | 15.38% | 14.37%+1.0pp | 1063.93%-1048.5pp | 36.46%-21.1pp |
| Employer contribution / active EE | $3,808 | $3,135+21.5% | $2,505+52.0% | $2,529+50.5% |
| Participant deferral / active EE | $4,042 | $3,921+3.1% | $3,888+4.0% | $3,835+5.4% |
| Admin fee / account holder | $55 | $229-76.0% | $5,065-98.9% | $1,002-94.5% |