Filed July 16, 2026 (most recent of 2 filings on file)
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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 | $12,727 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,980 | $101,763-29.3% | $164,866-56.3% | $80,874-11.0% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.6%+27.2pp |
| Annual return | 20.03% | 16.73%+3.3pp | 69.97%-49.9pp | 35.62%-15.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,854 | $4,477+53.1% | $6,033+13.6% | $4,297+59.5% |
| Admin fee / account holder | $101 | $8,228-98.8% | $12,689-99.2% | $6,935-98.5% |