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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 | $28,155 |
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 | $27,725 | $78,636-64.7% | $105,607-73.7% | $74,459-62.8% |
| Participation rate | 98.0% | 72.8%+25.3pp | 75.3%+22.8pp | 67.2%+30.8pp |
| Annual return | 12.07% | 15.96%-3.9pp | 116.11%-104.0pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $3,022 | $2,523+19.8% | $3,167-4.6% | $2,626+15.1% |
| Participant deferral / active EE | $2,893 | $4,322-33.1% | $5,011-42.3% | $4,350-33.5% |
| Admin fee / account holder | $117 | $2,220-94.7% | $10,958-98.9% | $1,945-94.0% |