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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 | $82,979+69.4% | $102,412+37.3% | $77,736+80.8% |
| Participation rate | 83.7% | 71.5%+12.2pp | 74.5%+9.2pp | 70.6%+13.1pp |
| Annual return | 13.87% | 19.11%-5.2pp | 24.94%-11.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $2,101 | $3,554-40.9% | $3,870-45.7% | $2,728-23.0% |
| Participant deferral / active EE | $6,615 | $4,109+61.0% | $5,060+30.7% | $4,651+42.2% |
| Admin fee / account holder | $32 | $639-95.0% | $8,388-99.6% | $433-92.7% |