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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,851 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,245 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,353 | $79,209+60.8% | $102,434+24.3% | $74,459+71.0% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.4pp | 67.2%+25.7pp |
| Annual return | 11.13% | 54.98%-43.9pp | 29.46%-18.3pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $3,942 | $2,362+66.9% | $3,023+30.4% | $2,626+50.1% |
| Participant deferral / active EE | $5,043 | $4,417+14.2% | $5,055-0.2% | $4,350+15.9% |
| Admin fee / account holder | $220 | $2,002-89.0% | $9,462-97.7% | $1,945-88.7% |