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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,353 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $33,662 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,509 | $50,902+11.0% | $155,534-63.7% | $77,736-27.3% |
| Participation rate | 94.0% | 63.1%+30.9pp | 78.2%+15.7pp | 70.6%+23.4pp |
| Annual return | 12.14% | 34.85%-22.7pp | 64.92%-52.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $988 | $1,991-50.4% | $4,675-78.9% | $2,728-63.8% |
| Participant deferral / active EE | $2,589 | $2,824-8.3% | $5,630-54.0% | $4,651-44.3% |
| Admin fee / account holder | $221 | $437-49.5% | $15,900-98.6% | $433-49.0% |