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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $126,255 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,019 | $82,188+72.8% | $125,391+13.3% | $64,824+119.1% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -15.25% | 3.50%-18.7pp | 572.41%-587.7pp | 32.84%-48.1pp |
| Employer contribution / active EE | $6,850 | $3,617+89.4% | $4,816+42.2% | $2,507+173.2% |
| Participant deferral / active EE | $8,368 | $7,177+16.6% | $7,448+12.4% | $4,311+94.1% |
| Admin fee / account holder | $152 | $163-6.9% | $10,009-98.5% | $188-19.1% |