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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 | $102,422+288.4% | $147,117+170.4% | $80,959+391.4% |
| Participation rate | 73.5% | 75.9%-2.3pp | 82.2%-8.7pp | 67.7%+5.9pp |
| Annual return | 15.45% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $16,464 | $3,717+342.9% | $4,932+233.8% | $2,757+497.1% |
| Participant deferral / active EE | $24,055 | $6,652+261.6% | $8,065+198.3% | $4,300+459.4% |
| Admin fee / account holder | $23 | $7,953-99.7% | $12,993-99.8% | $6,925-99.7% |