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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 | $46,688-4.8% | $189,758-76.6% | $69,733-36.3% |
| Participation rate | 93.5% | 61.7%+31.8pp | 79.8%+13.7pp | 62.5%+31.0pp |
| Annual return | 12.24% | 14.35%-2.1pp | 52.62%-40.4pp | 15.22%-3.0pp |
| Employer contribution / active EE | $7,499 | $1,695+342.4% | $4,767+57.3% | $2,250+233.2% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $46 | $1,700-97.3% | $20,388-99.8% | $3,102-98.5% |