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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,440 |
Service code 99 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other Fees | $16,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,826 | $59,456-7.8% | $93,669-41.5% | $74,429-26.3% |
| Participation rate | 78.8% | 59.6%+19.2pp | 68.7%+10.1pp | 67.2%+11.6pp |
| Annual return | 19.70% | 82.00%-62.3pp | 133.59%-113.9pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $4,219 | $1,266+233.3% | $2,424+74.1% | $2,625+60.7% |
| Participant deferral / active EE | $8,875 | $3,052+190.8% | $4,416+101.0% | $4,348+104.1% |
| Admin fee / account holder | $279 | $3,026-90.8% | $8,291-96.6% | $1,944-85.7% |