Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $90,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,359 | $85,060+220.2% | $70,565+286.0% | $139,487+95.3% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 15.93% | 30.39%-14.5pp | 32.79%-16.9pp | 373.84%-357.9pp |
| Employer contribution / active EE | $4,848,903 | $3,912+123852.3% | $2,976+162847.2% | $4,755+101881.9% |
| Participant deferral / active EE | $7,938,134 | $5,891+134643.3% | $4,568+173667.4% | $6,713+118157.5% |
| Admin fee / account holder | $275 | $8,932-96.9% | $6,430-95.7% | $11,407-97.6% |