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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 | $14,096 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $6 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,915 | $101,591+26.9% | $147,096-12.4% | $74,429+73.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.34% | 8746.45%-8726.1pp | 419.75%-399.4pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $2,766 | $3,813-27.5% | $4,936-44.0% | $2,625+5.4% |
| Participant deferral / active EE | $6,221 | $7,302-14.8% | $8,071-22.9% | $4,348+43.1% |
| Admin fee / account holder | $45 | $1,750-97.4% | $13,005-99.7% | $1,944-97.7% |