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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 | $21,793 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $4,752 |
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 | $88,115 | $62,166+41.7% | $81,286+8.4% | $74,429+18.4% |
| Participation rate | 96.8% | 64.1%+32.8pp | 69.5%+27.3pp | 67.2%+29.6pp |
| Annual return | 9.46% | 16.50%-7.0pp | 24.80%-15.3pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $2,517 | $1,881+33.8% | $2,463+2.2% | $2,625-4.1% |
| Participant deferral / active EE | $5,117 | $3,223+58.8% | $3,883+31.8% | $4,348+17.7% |
| Admin fee / account holder | $151 | $1,925-92.2% | $5,764-97.4% | $1,944-92.2% |