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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 | $36,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,005 | $88,203+16.8% | $165,100-37.6% | $74,478+38.3% |
| Participation rate | 58.2% | 73.1%-15.0pp | 78.6%-20.5pp | 67.2%-9.1pp |
| Annual return | 11.31% | 17.13%-5.8pp | 70.21%-58.9pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,976 | $2,601-24.0% | $4,348-54.6% | $2,626-24.8% |
| Participant deferral / active EE | $7,026 | $4,505+56.0% | $6,035+16.4% | $4,350+61.5% |
| Admin fee / account holder | $208 | $2,235-90.7% | $12,696-98.4% | $1,946-89.3% |