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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 | $42,604 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,788 | $88,186+52.8% | $165,071-18.3% | $74,459+81.0% |
| Participation rate | 93.7% | 73.1%+20.5pp | 78.6%+15.1pp | 67.2%+26.5pp |
| Annual return | 26.98% | 17.13%+9.9pp | 70.17%-43.2pp | 1369.70%-1342.7pp |
| Employer contribution / active EE | $5,053 | $2,600+94.3% | $4,347+16.2% | $2,626+92.4% |
| Participant deferral / active EE | $8,914 | $4,505+97.9% | $6,035+47.7% | $4,350+104.9% |
| Admin fee / account holder | $204 | $2,234-90.9% | $12,695-98.4% | $1,945-89.5% |