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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,330 |
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $27,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,339 | $55,472-9.3% | $155,567-67.6% | $74,546-32.5% |
| Participation rate | 55.2% | 61.9%-6.7pp | 78.2%-23.0pp | 67.2%-12.0pp |
| Annual return | 16.90% | 268.72%-251.8pp | 64.74%-47.8pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $1,402 | $2,269-38.2% | $4,674-70.0% | $2,624-46.6% |
| Participant deferral / active EE | $3,423 | $2,838+20.6% | $5,628-39.2% | $4,347-21.3% |
| Admin fee / account holder | $77 | $1,743-95.6% | $15,916-99.5% | $1,944-96.0% |