Filed November 17, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $69,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,266 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,506 | $153,743-34.0% | $197,124-48.5% | $103,975-2.4% |
| Participation rate | 99.2% | 91.1%+8.1pp | 86.7%+12.4pp | 72.5%+26.6pp |
| Annual return | 19.57% | 17.60%+2.0pp | 44.34%-24.8pp | 19.41%+0.2pp |
| Employer contribution / active EE | $6,623 | $5,424+22.1% | $6,227+6.4% | $3,722+77.9% |
| Participant deferral / active EE | $5,902 | $9,152-35.5% | $9,135-35.4% | $5,343+10.5% |
| Admin fee / account holder | $85 | $131-35.1% | $16,298-99.5% | $332-74.3% |