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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 | $712 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,929 | $64,176+47.9% | $112,249-15.4% | $66,938+41.8% |
| Participation rate | 95.4% | 68.4%+27.0pp | 75.1%+20.3pp | 69.8%+25.6pp |
| Annual return | -19.02% | -13.80%-5.2pp | 27.48%-46.5pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,677 | $3,007-11.0% | $3,636-26.4% | $2,545+5.2% |
| Participant deferral / active EE | $8,524 | $3,694+130.8% | $4,729+80.2% | $4,238+101.1% |
| Admin fee / account holder | $135 | $626-78.4% | $6,412-97.9% | $594-77.2% |