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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 | $88,137+52.9% | $164,975-18.3% | $74,429+81.1% |
| Participation rate | 93.7% | 73.1%+20.6pp | 78.6%+15.1pp | 67.2%+26.5pp |
| Annual return | 26.98% | 17.13%+9.9pp | 70.12%-43.1pp | 1368.38%-1341.4pp |
| Employer contribution / active EE | $5,053 | $2,597+94.6% | $4,343+16.4% | $2,625+92.5% |
| Participant deferral / active EE | $8,914 | $4,501+98.1% | $6,033+47.7% | $4,348+105.0% |
| Admin fee / account holder | $204 | $2,231-90.9% | $12,688-98.4% | $1,944-89.5% |