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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 | $15,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,953 | $54,193-57.6% | $93,669-75.5% | $77,714-70.5% |
| Participation rate | 60.4% | 63.9%-3.5pp | 68.7%-8.3pp | 70.6%-10.2pp |
| Annual return | 23.66% | 30.54%-6.9pp | 133.59%-109.9pp | 31.26%-7.6pp |
| Employer contribution / active EE | $273 | $1,168-76.6% | $2,424-88.7% | $2,727-90.0% |
| Participant deferral / active EE | $2,437 | $3,144-22.5% | $4,416-44.8% | $4,649-47.6% |
| Admin fee / account holder | $69 | $576-88.0% | $8,291-99.2% | $433-84.1% |