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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 | $23,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,177 | $80,812-0.8% | $160,784-50.1% | $82,448-2.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 20.83% | 100.59%-79.8pp | 1803.92%-1783.1pp | 41.64%-20.8pp |
| Employer contribution / active EE | $7,147 | $2,174+228.8% | $3,733+91.5% | $2,551+180.2% |
| Participant deferral / active EE | $11,136 | $4,335+156.9% | $6,293+77.0% | $4,139+169.0% |
| Admin fee / account holder | $205 | $7,695-97.3% | $9,717-97.9% | $7,234-97.2% |