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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 | $125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,193 | $130,294-7.0% | $170,057-28.7% | $71,529+69.4% |
| Participation rate | 98.5% | 86.2%+12.3pp | 87.0%+11.5pp | 67.9%+30.5pp |
| Annual return | 16.65% | 20.36%-3.7pp | 53.42%-36.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $5,664 | $4,385+29.2% | $6,790-16.6% | $2,590+118.7% |
| Participant deferral / active EE | $3,561 | $6,928-48.6% | $10,411-65.8% | $4,291-17.0% |
| Admin fee / account holder | $1 | $966-99.9% | $12,826-100.0% | $1,588-100.0% |