Filed May 3, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $53,254-10.0% | $155,574-69.2% | $199,921-76.0% |
| Participation rate | 98.4% | 64.1%+34.3pp | 78.2%+20.2pp | 72.0%+26.4pp |
| Annual return | 14.65% | 41.18%-26.5pp | 64.87%-50.2pp | 34.28%-19.6pp |
| Employer contribution / active EE | $2,609 | $1,848+41.2% | $4,676-44.2% | $3,035-14.0% |
| Participant deferral / active EE | $4,192 | $3,165+32.4% | $5,629-25.5% | $5,089-17.6% |
| Admin fee / account holder | $110 | $186-40.5% | $15,914-99.3% | $269-59.0% |