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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 | $13,662 |
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 | $19,523 | $80,983-75.9% | $96,544-79.8% | $75,177-74.0% |
| Participation rate | 73.3% | 71.8%+1.5pp | 76.0%-2.7pp | 67.2%+6.1pp |
| Annual return | 14.14% | 27.05%-12.9pp | 25.88%-11.7pp | 160.75%-146.6pp |
| Employer contribution / active EE | $1,279 | $2,282-44.0% | $2,966-56.9% | $2,671-52.1% |
| Participant deferral / active EE | $1,991 | $3,929-49.3% | $4,851-59.0% | $4,126-51.8% |
| Admin fee / account holder | $179 | $6,717-97.3% | $8,254-97.8% | $5,651-96.8% |