Filed October 31, 2023 (most recent of 2 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 | $29,925 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,142 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,453 | $56,438+47.9% | $76,902+8.5% | $71,529+16.7% |
| Participation rate | 99.5% | 64.3%+35.2pp | 69.6%+29.9pp | 67.9%+31.6pp |
| Annual return | 17.19% | 19.05%-1.9pp | 37.91%-20.7pp | 28.97%-11.8pp |
| Employer contribution / active EE | $3,742 | $1,864+100.8% | $2,534+47.7% | $2,590+44.5% |
| Participant deferral / active EE | $3,688 | $3,136+17.6% | $3,833-3.8% | $4,291-14.1% |
| Admin fee / account holder | $297 | $1,430-79.2% | $5,479-94.6% | $1,588-81.3% |