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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 | $51,748 |
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 | $185,132 | $106,264+74.2% | $147,117+25.8% | $77,762+138.1% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 12.81% | 56.94%-44.1pp | 420.54%-407.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $5,391 | $4,074+32.3% | $4,932+9.3% | $2,728+97.6% |
| Participant deferral / active EE | $9,668 | $8,003+20.8% | $8,065+19.9% | $4,651+107.9% |
| Admin fee / account holder | $155 | $334-53.5% | $12,993-98.8% | $433-64.1% |