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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 | $333 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,721 | $117,904+145.7% | $102,457+182.8% | $145,978+98.5% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 9.06% | 31.80%-22.7pp | 29.41%-20.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $693 | $5,733-87.9% | $5,054-86.3% | $6,690-89.6% |
| Admin fee / account holder | $36,853 | $13,329+176.5% | $9,451+289.9% | $13,400+175.0% |