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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,543 |
Service code 13 · EIN 20-5923747 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Contract Administrator | $6,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,641 | $55,470+23.7% | $155,556-55.9% | $74,478-7.8% |
| Participation rate | 67.0% | 61.9%+5.1pp | 78.2%-11.2pp | 67.2%-0.2pp |
| Annual return | 20.54% | 269.80%-249.3pp | 64.84%-44.3pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $1,508 | $2,267-33.5% | $4,675-67.7% | $2,626-42.6% |
| Participant deferral / active EE | $2,317 | $2,838-18.4% | $5,631-58.8% | $4,350-46.7% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |