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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 | $33,756 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,061 | $76,696+102.2% | $96,538+60.6% | $71,529+116.8% |
| Participation rate | 98.5% | 66.6%+32.0pp | 74.3%+24.2pp | 67.9%+30.6pp |
| Annual return | 19.06% | 48.32%-29.3pp | 35.74%-16.7pp | 28.97%-9.9pp |
| Employer contribution / active EE | $6,194 | $3,032+104.3% | $3,740+65.6% | $2,590+139.2% |
| Participant deferral / active EE | $9,198 | $3,770+144.0% | $4,880+88.5% | $4,291+114.3% |
| Admin fee / account holder | $124 | $2,030-93.9% | $6,737-98.2% | $1,588-92.2% |