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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2530412 | Contract Administrator | $2,819 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,813 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,923 | $60,261-68.6% | $81,783-76.9% | $74,546-74.6% |
| Participation rate | 85.3% | 62.9%+22.4pp | 72.4%+12.9pp | 67.2%+18.0pp |
| Annual return | 9.70% | 16.88%-7.2pp | 775.05%-765.4pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $1,692 | $2,622-35.5% | $2,913-41.9% | $2,624-35.5% |
| Participant deferral / active EE | $1,497 | $3,388-55.8% | $4,320-65.4% | $4,347-65.6% |
| Admin fee / account holder | $5 | $1,482-99.7% | $7,380-99.9% | $1,944-99.8% |