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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $183,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,956 | $113,568-81.5% | $67,560-69.0% | $200,096-89.5% |
| Participation rate | 55.6% | 73.3%-17.8pp | 72.9%-17.4pp | 72.0%-16.5pp |
| Annual return | 13.15% | 15.88%-2.7pp | 3533.50%-3520.4pp | 34.26%-21.1pp |
| Employer contribution / active EE | $1,574 | $3,409-53.8% | $2,737-42.5% | $3,038-48.2% |
| Participant deferral / active EE | $923 | $4,163-77.8% | $4,004-76.9% | $5,090-81.9% |
| Admin fee / account holder | $79 | $102-23.0% | $3,994-98.0% | $269-70.7% |