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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,187 | $72,639-72.2% | $90,766-77.8% | $66,949-69.8% |
| Participation rate | 94.1% | 73.7%+20.4pp | 75.7%+18.4pp | 69.8%+24.2pp |
| Annual return | -16.19% | -12.28%-3.9pp | -12.16%-4.0pp | 1.57%-17.8pp |
| Employer contribution / active EE | $2,227 | $2,369-6.0% | $2,922-23.8% | $2,545-12.5% |
| Participant deferral / active EE | $1,889 | $3,979-52.5% | $4,565-58.6% | $4,239-55.4% |
| Admin fee / account holder | $88 | $708-87.6% | $8,446-99.0% | $594-85.3% |