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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 | $21,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,334 | $73,848+79.2% | $143,799-8.0% | $68,486+93.2% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.9pp |
| Annual return | -19.26% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $10,096 | $3,184+217.0% | $4,952+103.9% | $2,597+288.8% |
| Participant deferral / active EE | $7,747 | $3,385+128.9% | $5,638+37.4% | $4,028+92.3% |
| Admin fee / account holder | $118 | $5,755-97.9% | $14,677-99.2% | $5,404-97.8% |