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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 | $42,909-48.3% | $152,093-85.4% | $71,012-68.7% |
| Participation rate | 95.9% | 54.7%+41.2pp | 77.8%+18.1pp | 58.6%+37.4pp |
| Annual return | 24.02% | 30.57%-6.6pp | 66.36%-42.3pp | 37.67%-13.7pp |
| Employer contribution / active EE | $1,159 | $1,369-15.4% | $4,175-72.2% | $2,348-50.7% |
| Participant deferral / active EE | $2,960 | $1,904+55.5% | $5,451-45.7% | $3,246-8.8% |
| Admin fee / account holder | $63 | $1,014-93.8% | $14,497-99.6% | $1,167-94.6% |