Filed April 22, 2022 (most recent of 2 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 | $386,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $13 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,397 | $112,582+147.3% | $105,624+163.6% | $200,096+39.1% |
| Participation rate | 96.0% | 86.3%+9.7pp | 75.3%+20.7pp | 72.0%+24.0pp |
| Annual return | 14.18% | 15.58%-1.4pp | 116.20%-102.0pp | 34.26%-20.1pp |
| Employer contribution / active EE | $4,692 | $4,580+2.4% | $3,168+48.1% | $3,038+54.5% |
| Participant deferral / active EE | $8,653 | $6,655+30.0% | $5,013+72.6% | $5,090+70.0% |
| Admin fee / account holder | $192 | $107+79.8% | $10,961-98.2% | $269-28.6% |