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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 | $59,080 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,197 | $46,464-52.2% | $150,298-85.2% | $79,634-72.1% |
| Participation rate | 95.9% | 57.0%+39.0pp | 77.8%+18.1pp | 62.5%+33.4pp |
| Annual return | 24.02% | 27.89%-3.9pp | 62.79%-38.8pp | 36.46%-12.4pp |
| Employer contribution / active EE | $1,159 | $1,512-23.4% | $4,154-72.1% | $2,529-54.2% |
| Participant deferral / active EE | $2,960 | $2,157+37.2% | $5,453-45.7% | $3,835-22.8% |
| Admin fee / account holder | $63 | $891-92.9% | $14,116-99.6% | $1,002-93.7% |