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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 | $24,569 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,126 | $71,534-69.1% | $98,462-77.5% | $71,529-69.1% |
| Participation rate | 95.8% | 72.7%+23.1pp | 75.2%+20.6pp | 67.9%+27.8pp |
| Annual return | 11.07% | 32.44%-21.4pp | 21.17%-10.1pp | 28.97%-17.9pp |
| Employer contribution / active EE | $2,495 | $2,399+4.0% | $3,049-18.2% | $2,590-3.7% |
| Participant deferral / active EE | $2,186 | $4,109-46.8% | $4,738-53.9% | $4,291-49.1% |
| Admin fee / account holder | $93 | $1,677-94.4% | $8,875-99.0% | $1,588-94.1% |