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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 | $105,248+79.3% | $147,318+28.1% | $71,012+165.8% |
| Participation rate | 97.2% | 66.1%+31.1pp | 82.1%+15.2pp | 58.6%+38.7pp |
| Annual return | 15.70% | 26.02%-10.3pp | 70.43%-54.7pp | 37.67%-22.0pp |
| Employer contribution / active EE | $5,409 | $3,785+42.9% | $4,593+17.8% | $2,348+130.4% |
| Participant deferral / active EE | $9,204 | $6,452+42.7% | $7,906+16.4% | $3,246+183.6% |
| Admin fee / account holder | $164 | $862-81.0% | $13,708-98.8% | $1,167-86.0% |