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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 | $46,464+29.0% | $150,298-60.1% | $79,634-24.7% |
| Participation rate | 93.5% | 57.0%+36.6pp | 77.8%+15.8pp | 62.5%+31.0pp |
| Annual return | 11.77% | 27.89%-16.1pp | 62.79%-51.0pp | 36.46%-24.7pp |
| Employer contribution / active EE | $1,502 | $1,512-0.7% | $4,154-63.9% | $2,529-40.6% |
| Participant deferral / active EE | $2,628 | $2,157+21.9% | $5,453-51.8% | $3,835-31.5% |
| Admin fee / account holder | $233 | $891-73.9% | $14,116-98.4% | $1,002-76.8% |