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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 | $2,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,440 | $62,166+42.3% | $81,353+8.7% | $74,459+18.8% |
| Participation rate | 96.7% | 64.1%+32.6pp | 69.5%+27.1pp | 67.2%+29.4pp |
| Annual return | 12.35% | 16.50%-4.1pp | 24.82%-12.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $8,424 | $1,881+347.9% | $2,464+241.9% | $2,626+220.8% |
| Participant deferral / active EE | $3,903 | $3,223+21.1% | $3,885+0.5% | $4,350-10.3% |
| Admin fee / account holder | $10 | $1,925-99.5% | $5,766-99.8% | $1,945-99.5% |