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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,138 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,796 | $102,382+288.5% | $147,005+170.6% | $80,874+391.9% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 15.45% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $16,464 | $3,715+343.2% | $4,934+233.7% | $2,756+497.5% |
| Participant deferral / active EE | $24,055 | $6,646+261.9% | $8,070+198.1% | $4,297+459.8% |
| Admin fee / account holder | $23 | $7,942-99.7% | $13,006-99.8% | $6,935-99.7% |