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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,270 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $48,267 | $47,180+2.3% | $149,723-67.8% | $74,473-35.2% |
| Participation rate | 53.6% | 63.4%-9.9pp | 78.8%-25.2pp | 70.7%-17.2pp |
| Annual return | 16.82% | 22.75%-5.9pp | 134.50%-117.7pp | 34.36%-17.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,833 | $2,730-32.9% | $5,682-67.7% | $4,530-59.5% |
| Admin fee / account holder | $1 | $343-99.8% | $13,215-100.0% | $347-99.8% |