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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 | $92,573 |
CITRIN COOPERMAN7 years Service code 10 · EIN 22-2428965 | Accounting | $34,073 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $34,043 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,872 | $50,820-64.8% | $155,567-88.5% | $77,671-77.0% |
| Participation rate | 90.6% | 63.1%+27.4pp | 78.2%+12.4pp | 70.6%+20.0pp |
| Annual return | 12.86% | 34.85%-22.0pp | 64.74%-51.9pp | 31.21%-18.4pp |
| Employer contribution / active EE | $720 | $1,993-63.9% | $4,674-84.6% | $2,726-73.6% |
| Participant deferral / active EE | $2,642 | $2,823-6.4% | $5,628-53.0% | $4,648-43.1% |
| Admin fee / account holder | $174 | $436-60.1% | $15,916-98.9% | $430-59.6% |