Filed January 27, 2022 (most recent of 2 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 | $43,427 |
Filed as: KESTRA FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $9,911 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $8,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,743 | $59,417-36.5% | $93,606-59.7% | $74,495-49.3% |
| Participation rate | 94.8% | 59.7%+35.2pp | 68.7%+26.1pp | 67.2%+27.6pp |
| Annual return | 20.62% | 81.83%-61.2pp | 133.20%-112.6pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $1,199 | $1,264-5.1% | $2,420-50.5% | $2,623-54.3% |
| Participant deferral / active EE | $3,989 | $3,050+30.8% | $4,411-9.6% | $4,346-8.2% |
| Admin fee / account holder | $161 | $3,021-94.7% | $8,285-98.1% | $1,942-91.7% |