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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 | $55,437-9.2% | $155,534-67.6% | $74,459-32.4% |
| Participation rate | 55.2% | 61.9%-6.7pp | 78.2%-23.0pp | 67.2%-12.0pp |
| Annual return | 16.90% | 269.58%-252.7pp | 64.92%-48.0pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $1,402 | $2,266-38.1% | $4,675-70.0% | $2,626-46.6% |
| Participant deferral / active EE | $3,423 | $2,837+20.6% | $5,630-39.2% | $4,350-21.3% |
| Admin fee / account holder | $77 | $1,742-95.6% | $15,900-99.5% | $1,945-96.0% |