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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 | $102,429+288.4% | $147,096+170.4% | $80,925+391.6% |
| Participation rate | 73.5% | 75.9%-2.3pp | 82.2%-8.7pp | 67.7%+5.9pp |
| Annual return | 15.45% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $16,464 | $3,716+343.1% | $4,936+233.6% | $2,756+497.3% |
| Participant deferral / active EE | $24,055 | $6,649+261.8% | $8,071+198.0% | $4,299+459.6% |
| Admin fee / account holder | $23 | $7,957-99.7% | $13,005-99.8% | $6,940-99.7% |