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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 | $58,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,733 | $110,483+70.8% | $145,433+29.8% | $79,634+137.0% |
| Participation rate | 97.2% | 71.1%+26.1pp | 82.1%+15.1pp | 62.5%+34.8pp |
| Annual return | 15.70% | 24.62%-8.9pp | 66.58%-50.9pp | 36.46%-20.8pp |
| Employer contribution / active EE | $5,409 | $4,053+33.5% | $4,554+18.8% | $2,529+113.9% |
| Participant deferral / active EE | $9,204 | $7,216+27.5% | $7,897+16.5% | $3,835+140.0% |
| Admin fee / account holder | $164 | $680-75.9% | $13,129-98.8% | $1,002-83.6% |