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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,079 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,820 | $51,604-53.8% | $129,295-81.6% | $80,874-70.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.71% | 20.76%-7.1pp | 9429.28%-9415.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,595 | $1,585+63.8% | $4,157-37.6% | $2,756-5.8% |
| Participant deferral / active EE | $4,765 | $2,670+78.5% | $4,169+14.3% | $4,297+10.9% |
| Admin fee / account holder | $22 | $4,310-99.5% | $7,665-99.7% | $6,935-99.7% |