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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 | $43,496+2.2% | $161,489-72.5% | $64,340-30.9% |
| Participation rate | 93.5% | 53.5%+40.0pp | 78.7%+14.8pp | 55.2%+38.2pp |
| Annual return | 12.24% | 20.76%-8.5pp | 89.72%-77.5pp | 24.14%-11.9pp |
| Employer contribution / active EE | $7,499 | $1,431+424.2% | $4,268+75.7% | $1,862+302.8% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $46 | $2,330-98.0% | $16,006-99.7% | $3,703-98.7% |