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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,105 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,433 | $45,343-2.0% | $150,298-70.4% | $67,986-34.6% |
| Participation rate | 93.5% | 51.9%+41.6pp | 77.8%+15.7pp | 57.2%+36.3pp |
| Annual return | 12.24% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $7,499 | $1,462+413.0% | $4,154+80.5% | $2,019+271.5% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $46 | $2,250-97.9% | $14,116-99.7% | $3,203-98.5% |