Filed July 1, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,518 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,923 | $79,151+30.0% | $60,906+69.0% | $64,819+58.8% |
| Participation rate | 97.6% | 77.7%+19.9pp | 73.1%+24.5pp | 71.5%+26.1pp |
| Annual return | -16.18% | -7.12%-9.1pp | 16.94%-33.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $4,811 | $3,052+57.6% | $2,703+78.0% | $2,507+91.9% |
| Participant deferral / active EE | $5,620 | $3,727+50.8% | $3,814+47.4% | $4,311+30.4% |
| Admin fee / account holder | $120 | $106+13.8% | $3,227-96.3% | $188-36.0% |