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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,217 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,244 | $79,209-18.9% | $102,434-37.3% | $74,459-13.7% |
| Participation rate | 85.8% | 74.8%+11.0pp | 76.5%+9.3pp | 67.2%+18.6pp |
| Annual return | 10.46% | 54.98%-44.5pp | 29.46%-19.0pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $1,741 | $2,362-26.3% | $3,023-42.4% | $2,626-33.7% |
| Participant deferral / active EE | $1,891 | $4,417-57.2% | $5,055-62.6% | $4,350-56.5% |
| Admin fee / account holder | $330 | $2,002-83.5% | $9,462-96.5% | $1,945-83.0% |