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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 | $23,714 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,072 | $84,499-17.1% | $125,391-44.1% | $66,949+4.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.01% | -8.49%-7.5pp | 572.41%-588.4pp | 1.57%-17.6pp |
| Employer contribution / active EE | $3,064 | $3,554-13.8% | $4,816-36.4% | $2,545+20.4% |
| Participant deferral / active EE | $10,018 | $6,785+47.6% | $7,448+34.5% | $4,239+136.3% |
| Admin fee / account holder | $177 | $685-74.2% | $10,009-98.2% | $594-70.2% |