Filed August 5, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,150 | $52,450+14.7% | $129,295-53.5% | $74,546-19.3% |
| Participation rate | 26.0% | 53.8%-27.9pp | 69.6%-43.6pp | 67.2%-41.2pp |
| Annual return | 10.83% | 15.65%-4.8pp | 9429.28%-9418.4pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $2,090 | $1,532+36.4% | $4,157-49.7% | $2,624-20.4% |
| Participant deferral / active EE | $4,508 | $2,797+61.2% | $4,169+8.1% | $4,347+3.7% |
| Admin fee / account holder | $17 | $2,636-99.4% | $7,665-99.8% | $1,944-99.1% |