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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 | $254 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,377 | $46,325-81.9% | $143,788-94.2% | $64,814-87.1% |
| Participation rate | 30.7% | 64.2%-33.5pp | 80.3%-49.6pp | 71.5%-40.7pp |
| Annual return | -13.18% | -10.05%-3.1pp | -0.03%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,458 | $2,647-44.9% | $5,638-74.1% | $4,310-66.2% |
| Admin fee / account holder | $17 | $154-89.2% | $14,675-99.9% | $188-91.2% |