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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $166,294 |
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 | $63,558 | $47,180+34.7% | $149,723-57.6% | $74,473-14.7% |
| Participation rate | 89.9% | 63.4%+26.5pp | 78.8%+11.1pp | 70.7%+19.2pp |
| Annual return | 12.00% | 22.75%-10.7pp | 134.50%-122.5pp | 34.36%-22.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,425 | $2,730+25.4% | $5,682-39.7% | $4,530-24.4% |
| Admin fee / account holder | $228 | $343-33.4% | $13,215-98.3% | $347-34.2% |