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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 | $106,247+57.4% | $147,096+13.7% | $77,714+115.2% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 14.81% | 56.87%-42.1pp | 419.75%-404.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $3,730 | $4,069-8.3% | $4,936-24.4% | $2,727+36.8% |
| Participant deferral / active EE | $9,271 | $7,996+15.9% | $8,071+14.9% | $4,649+99.4% |
| Admin fee / account holder | $163 | $338-51.8% | $13,005-98.7% | $433-62.4% |