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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $10,130 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,406 | $55,446-50.6% | $155,574-82.4% | $74,429-63.2% |
| Participation rate | 91.9% | 61.9%+30.0pp | 78.2%+13.7pp | 67.2%+24.7pp |
| Annual return | 5.73% | 269.20%-263.5pp | 64.87%-59.1pp | 1368.38%-1362.6pp |
| Employer contribution / active EE | $2,708 | $2,266+19.5% | $4,676-42.1% | $2,625+3.2% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $133 | $1,743-92.4% | $15,914-99.2% | $1,944-93.2% |