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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,087 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,577 | $82,972+69.4% | $103,374+36.0% | $77,671+81.0% |
| Participation rate | 83.7% | 71.5%+12.2pp | 74.5%+9.2pp | 70.6%+13.1pp |
| Annual return | 13.87% | 19.14%-5.3pp | 24.89%-11.0pp | 31.21%-17.3pp |
| Employer contribution / active EE | $2,101 | $3,554-40.9% | $3,869-45.7% | $2,726-22.9% |
| Participant deferral / active EE | $6,615 | $4,108+61.0% | $5,058+30.8% | $4,648+42.3% |
| Admin fee / account holder | $32 | $639-95.0% | $8,394-99.6% | $430-92.6% |