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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 | $51,631-53.9% | $129,397-81.6% | $80,925-70.6% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 13.71% | 20.77%-7.1pp | 9453.98%-9440.3pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,595 | $1,583+63.9% | $4,154-37.5% | $2,756-5.9% |
| Participant deferral / active EE | $4,765 | $2,670+78.5% | $4,167+14.3% | $4,299+10.8% |
| Admin fee / account holder | $22 | $4,309-99.5% | $7,679-99.7% | $6,940-99.7% |