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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,655 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $55,985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,233 | $106,110+57.6% | $147,005+13.8% | $77,671+115.3% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 14.81% | 56.77%-42.0pp | 418.76%-404.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $3,730 | $4,065-8.2% | $4,934-24.4% | $2,726+36.8% |
| Participant deferral / active EE | $9,271 | $7,992+16.0% | $8,070+14.9% | $4,648+99.5% |
| Admin fee / account holder | $163 | $338-51.7% | $13,006-98.7% | $430-62.1% |