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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 | $43,749+1.6% | $158,223-71.9% | $65,306-32.0% |
| Participation rate | 93.5% | 56.9%+36.6pp | 79.2%+14.3pp | 57.7%+35.8pp |
| Annual return | 12.24% | 19.41%-7.2pp | 52.09%-39.8pp | 21.94%-9.7pp |
| Employer contribution / active EE | $7,499 | $1,497+400.8% | $4,109+82.5% | $1,967+281.2% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $46 | $1,930-97.6% | $16,047-99.7% | $3,480-98.7% |