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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $48,067 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,908 | $65,092-4.9% | $143,799-56.9% | $66,938-7.5% |
| Participation rate | 93.4% | 65.2%+28.2pp | 80.3%+13.1pp | 69.8%+23.6pp |
| Annual return | -11.64% | -11.14%-0.5pp | -0.04%-11.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,354 | $2,362-42.7% | $4,952-72.7% | $2,545-46.8% |
| Participant deferral / active EE | $5,051 | $2,920+73.0% | $5,638-10.4% | $4,238+19.2% |
| Admin fee / account holder | $243 | $502-51.6% | $14,677-98.3% | $594-59.0% |