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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 | $56,189 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,223 | $80,731+96.0% | $103,374+53.1% | $74,546+112.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 16.99% | 27.56%-10.6pp | 24.89%-7.9pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $6,346 | $3,158+101.0% | $3,869+64.0% | $2,624+141.8% |
| Participant deferral / active EE | $9,799 | $3,860+153.9% | $5,058+93.8% | $4,347+125.4% |
| Admin fee / account holder | $192 | $2,369-91.9% | $8,394-97.7% | $1,944-90.1% |