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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 | $18,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,851 | $65,092+70.3% | $143,799-22.9% | $66,938+65.6% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -16.13% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,951 | $2,362+109.7% | $4,9520% | $2,545+94.5% |
| Participant deferral / active EE | $3,359 | $2,920+15.0% | $5,638-40.4% | $4,238-20.8% |
| Admin fee / account holder | $67 | $502-86.6% | $14,677-99.5% | $594-88.7% |