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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,456 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,255 | $122,585+77.2% | $184,256+17.9% | $200,096+8.6% |
| Participation rate | 97.8% | 86.9%+10.8pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 16.73% | 144.12%-127.4pp | 28.85%-12.1pp | 34.26%-17.5pp |
| Employer contribution / active EE | $34,370 | $4,571+651.9% | $6,427+434.8% | $3,038+1031.4% |
| Participant deferral / active EE | $10,114 | $7,972+26.9% | $9,133+10.7% | $5,090+98.7% |
| Admin fee / account holder | $50 | $120-58.6% | $13,899-99.6% | $269-81.5% |