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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 | $5,881 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,334 | $128,603+9.1% | $197,124-28.8% | $67,986+106.4% |
| Participation rate | 97.6% | 81.7%+16.0pp | 86.7%+10.9pp | 57.2%+40.4pp |
| Annual return | 14.06% | 23.77%-9.7pp | 44.34%-30.3pp | 31.67%-17.6pp |
| Employer contribution / active EE | $5,677 | $4,379+29.6% | $6,227-8.8% | $2,019+181.2% |
| Participant deferral / active EE | $4,390 | $6,840-35.8% | $9,135-51.9% | $3,358+30.7% |
| Admin fee / account holder | $37 | $3,035-98.8% | $16,298-99.8% | $3,203-98.8% |