Filed November 17, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $139,273 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,279 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,328 | $122,585-31.2% | $184,256-54.2% | $200,096-57.9% |
| Participation rate | 99.5% | 86.9%+12.6pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 20.90% | 144.12%-123.2pp | 28.85%-7.9pp | 34.26%-13.4pp |
| Employer contribution / active EE | $6,359 | $4,571+39.1% | $6,427-1.1% | $3,038+109.3% |
| Participant deferral / active EE | $5,671 | $7,972-28.9% | $9,133-37.9% | $5,090+11.4% |
| Admin fee / account holder | $124 | $120+3.1% | $13,899-99.1% | $269-54.0% |