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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 | $6,222 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,775 | $79,189-16.9% | $102,457-35.8% | $74,400-11.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.11% | 54.98%-41.9pp | 29.41%-16.3pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $3,081 | $2,362+30.4% | $3,022+2.0% | $2,624+17.4% |
| Participant deferral / active EE | $3,717 | $4,415-15.8% | $5,054-26.5% | $4,348-14.5% |
| Admin fee / account holder | $26 | $2,002-98.7% | $9,451-99.7% | $1,944-98.6% |