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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,746 | $45,031-96.1% | $85,009-97.9% | $77,671-97.8% |
| Participation rate | 64.5% | 48.7%+15.8pp | 67.5%-3.0pp | 70.6%-6.1pp |
| Annual return | 10.34% | 79.22%-68.9pp | 66.47%-56.1pp | 31.21%-20.9pp |
| Employer contribution / active EE | $329 | $1,609-79.6% | $2,728-87.9% | $2,726-87.9% |
| Participant deferral / active EE | $611 | $2,807-78.2% | $4,522-86.5% | $4,648-86.9% |
| Admin fee / account holder | $32 | $912-96.5% | $6,153-99.5% | $430-92.5% |