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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,800 | $55,902+261.0% | $76,030+165.4% | $80,959+149.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 5.80% | 20.59%-14.8pp | 361.54%-355.7pp | 35.67%-29.9pp |
| Employer contribution / active EE | $14,065 | $1,867+653.4% | $2,688+423.3% | $2,757+410.1% |
| Participant deferral / active EE | $3,847 | $3,051+26.1% | $4,257-9.6% | $4,300-10.5% |
| Admin fee / account holder | $389 | $5,239-92.6% | $6,421-93.9% | $6,925-94.4% |