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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,978 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $56,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,056 | $89,093+2.2% | $102,434-11.1% | $77,736+17.1% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.4pp | 70.6%+26.4pp |
| Annual return | 12.85% | 25.03%-12.2pp | 29.46%-16.6pp | 31.26%-18.4pp |
| Employer contribution / active EE | $4,445 | $2,699+64.7% | $3,023+47.0% | $2,728+63.0% |
| Participant deferral / active EE | $9,266 | $5,147+80.0% | $5,055+83.3% | $4,651+99.2% |
| Admin fee / account holder | $225 | $236-4.5% | $9,462-97.6% | $433-48.0% |