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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 | $347,296 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,360 | $71,142+176.0% | $119,628+64.1% | $64,829+202.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 79.3%+15.8pp | 71.5%+23.5pp |
| Annual return | -17.18% | -10.01%-7.2pp | -14.98%-2.2pp | 32.85%-50.0pp |
| Employer contribution / active EE | $3,348 | $2,497+34.1% | $4,232-20.9% | $2,507+33.6% |
| Participant deferral / active EE | $8,740 | $4,490+94.7% | $5,601+56.0% | $4,312+102.7% |
| Admin fee / account holder | $439 | $162+170.8% | $10,330-95.7% | $188+133.7% |