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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,723 |
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 | $188,452 | $95,417+97.5% | $135,974+38.6% | $74,460+153.1% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 16.76% | 32.76%-16.0pp | 68.30%-51.5pp | 34.38%-17.6pp |
| Employer contribution / active EE | $5,630 | $3,878+45.2% | $4,859+15.9% | $2,638+113.4% |
| Participant deferral / active EE | $9,837 | $7,789+26.3% | $7,760+26.8% | $4,530+117.2% |
| Admin fee / account holder | $156 | $266-41.5% | $10,767-98.6% | $348-55.2% |