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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 | $5,041 |
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 | $42,944 | $106,264-59.6% | $147,117-70.8% | $77,762-44.8% |
| Participation rate | 65.0% | 78.4%-13.4pp | 82.2%-17.2pp | 70.6%-5.6pp |
| Annual return | 0.00% | 56.94%-56.9pp | 420.54%-420.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,928 | $8,003-38.4% | $8,065-38.9% | $4,651+6.0% |
| Admin fee / account holder | $18 | $334-94.5% | $12,993-99.9% | $433-95.7% |