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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 | $38,165+57.0% | $189,758-68.4% | $69,255-13.5% |
| Participation rate | 93.5% | 66.7%+26.8pp | 79.8%+13.7pp | 69.0%+24.5pp |
| Annual return | 11.77% | 14.65%-2.9pp | 52.62%-40.9pp | 26.73%-15.0pp |
| Employer contribution / active EE | $1,502 | $1,589-5.5% | $4,767-68.5% | $2,645-43.2% |
| Participant deferral / active EE | $2,628 | $2,073+26.8% | $5,856-55.1% | $2,890-9.1% |
| Admin fee / account holder | $233 | $714-67.4% | $20,388-98.9% | $733-68.2% |