Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $325,938 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,941 | $53,204-9.9% | $155,556-69.2% | $200,096-76.0% |
| Participation rate | 98.4% | 64.1%+34.3pp | 78.2%+20.2pp | 72.0%+26.4pp |
| Annual return | 14.65% | 41.02%-26.4pp | 64.84%-50.2pp | 34.26%-19.6pp |
| Employer contribution / active EE | $2,609 | $1,850+41.0% | $4,675-44.2% | $3,038-14.1% |
| Participant deferral / active EE | $4,192 | $3,163+32.5% | $5,631-25.6% | $5,090-17.6% |
| Admin fee / account holder | $110 | $186-40.6% | $15,885-99.3% | $269-59.0% |