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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 | $86,355 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $36,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,938 | $36,002+66.5% | $161,489-62.9% | $64,728-7.4% |
| Participation rate | 93.5% | 57.4%+36.1pp | 78.7%+14.8pp | 57.9%+35.6pp |
| Annual return | 11.77% | 33.93%-22.2pp | 89.72%-78.0pp | 49.38%-37.6pp |
| Employer contribution / active EE | $1,502 | $1,380+8.9% | $4,268-64.8% | $2,243-33.0% |
| Participant deferral / active EE | $2,628 | $1,815+44.8% | $5,630-53.3% | $2,729-3.7% |
| Admin fee / account holder | $233 | $931-75.0% | $16,006-98.5% | $1,145-79.7% |