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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 | $24,350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,456 | $130,294+106.0% | $170,028+57.9% | $71,495+275.5% |
| Participation rate | 98.1% | 86.2%+11.9pp | 87.0%+11.1pp | 67.9%+30.1pp |
| Annual return | 21.34% | 20.36%+1.0pp | 53.39%-32.1pp | 28.85%-7.5pp |
| Employer contribution / active EE | $13,179 | $4,385+200.6% | $6,788+94.2% | $2,589+408.9% |
| Participant deferral / active EE | $19,285 | $6,928+178.4% | $10,409+85.3% | $4,291+349.5% |
| Admin fee / account holder | $166 | $966-82.9% | $12,820-98.7% | $1,588-89.6% |