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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 | $53,863 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,206 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,981 | $92,076-53.3% | $105,607-59.3% | $77,736-44.7% |
| Participation rate | 99.3% | 81.0%+18.3pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 20.90% | 17.84%+3.1pp | 116.11%-95.2pp | 31.26%-10.4pp |
| Employer contribution / active EE | $4,039 | $3,370+19.8% | $3,167+27.5% | $2,728+48.1% |
| Participant deferral / active EE | $6,595 | $5,390+22.4% | $5,011+31.6% | $4,651+41.8% |
| Admin fee / account holder | $186 | $219-15.1% | $10,958-98.3% | $433-57.1% |