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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 | $813 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,507 | $85,515-23.4% | $112,040-41.5% | $67,986-3.6% |
| Participation rate | 79.5% | 68.2%+11.2pp | 76.5%+3.0pp | 57.2%+22.2pp |
| Annual return | 15.15% | 29.68%-14.5pp | 24.52%-9.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,811 | $2,191-17.3% | $2,954-38.7% | $2,019-10.3% |
| Participant deferral / active EE | $3,575 | $4,014-10.9% | $5,098-29.9% | $3,358+6.5% |
| Admin fee / account holder | $6 | $3,774-99.9% | $12,098-100.0% | $3,203-99.8% |