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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 | $105,366 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Distribution (1... | $275 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $40 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,416 | $106,110+14.4% | $147,005-17.4% | $77,671+56.3% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 14.09% | 56.77%-42.7pp | 418.76%-404.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $5,620 | $4,065+38.3% | $4,934+13.9% | $2,726+106.1% |
| Participant deferral / active EE | $7,652 | $7,992-4.3% | $8,070-5.2% | $4,648+64.6% |
| Admin fee / account holder | $98 | $338-71.0% | $13,006-99.2% | $430-77.2% |