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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,974 | $89,123+73.9% | $102,460+51.3% | $77,762+99.3% |
| Participation rate | 96.6% | 80.9%+15.7pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 13.08% | 25.05%-12.0pp | 29.47%-16.4pp | 31.27%-18.2pp |
| Employer contribution / active EE | $4,300 | $2,700+59.3% | $3,025+42.1% | $2,728+57.6% |
| Participant deferral / active EE | $10,075 | $5,148+95.7% | $5,056+99.3% | $4,651+116.6% |
| Admin fee / account holder | $59 | $236-75.1% | $9,460-99.4% | $433-86.5% |