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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 | $1,741 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,857 | $71,523+122.1% | $98,461+61.3% | $71,511+122.1% |
| Participation rate | 86.9% | 72.7%+14.2pp | 75.2%+11.7pp | 67.9%+19.0pp |
| Annual return | 9.91% | 32.43%-22.5pp | 21.17%-11.3pp | 28.86%-18.9pp |
| Employer contribution / active EE | $16,636 | $2,399+593.3% | $3,049+445.7% | $2,589+542.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $1,676-99.2% | $8,961-99.8% | $1,588-99.1% |