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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,126 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,352 | $50,150+68.2% | $149,723-43.7% | $80,169+5.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 16.04% | 29.80%-13.8pp | 134.50%-118.5pp | 40.39%-24.4pp |
| Employer contribution / active EE | $1,364 | $1,868-27.0% | $4,821-71.7% | $2,978-54.2% |
| Participant deferral / active EE | $4,274 | $3,195+33.8% | $5,682-24.8% | $5,016-14.8% |
| Admin fee / account holder | $177 | $153+16.2% | $13,215-98.7% | $145+22.4% |