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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,733 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,732 | $65,437-80.5% | $86,698-85.3% | $66,949-81.0% |
| Participation rate | 71.3% | 75.5%-4.2pp | 76.6%-5.3pp | 69.8%+1.5pp |
| Annual return | -15.61% | -10.91%-4.7pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,063 | $2,154-50.6% | $2,837-62.5% | $2,545-58.2% |
| Participant deferral / active EE | $1,676 | $4,102-59.1% | $4,656-64.0% | $4,239-60.5% |
| Admin fee / account holder | $143 | $642-77.7% | $7,492-98.1% | $594-75.9% |