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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,880 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,453 | $55,470-37.9% | $155,556-77.9% | $74,478-53.7% |
| Participation rate | 82.1% | 61.9%+20.2pp | 78.2%+3.9pp | 67.2%+14.9pp |
| Annual return | 14.46% | 269.80%-255.3pp | 64.84%-50.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,329 | $2,267-41.4% | $4,675-71.6% | $2,626-49.4% |
| Participant deferral / active EE | $3,222 | $2,838+13.5% | $5,631-42.8% | $4,350-25.9% |
| Admin fee / account holder | $159 | $1,744-90.9% | $15,885-99.0% | $1,946-91.9% |