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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 | $36,904+62.4% | $158,223-62.1% | $65,191-8.1% |
| Participation rate | 93.5% | 62.1%+31.4pp | 79.2%+14.3pp | 63.0%+30.5pp |
| Annual return | 11.77% | 24.43%-12.7pp | 52.09%-40.3pp | 51.24%-39.5pp |
| Employer contribution / active EE | $1,502 | $1,489+0.8% | $4,109-63.5% | $2,400-37.4% |
| Participant deferral / active EE | $2,628 | $1,936+35.8% | $5,467-51.9% | $2,671-1.6% |
| Admin fee / account holder | $233 | $793-70.6% | $16,047-98.5% | $907-74.3% |