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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 | $19,368 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,407 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,137 | $55,446-18.6% | $155,574-71.0% | $74,429-39.4% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 11.22% | 269.20%-258.0pp | 64.87%-53.6pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $2,669 | $2,266+17.8% | $4,676-42.9% | $2,625+1.7% |
| Participant deferral / active EE | $3,288 | $2,836+15.9% | $5,629-41.6% | $4,348-24.4% |
| Admin fee / account holder | $212 | $1,743-87.8% | $15,914-98.7% | $1,944-89.1% |