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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,170 | $101,539-65.4% | $147,041-76.1% | $74,400-52.7% |
| Participation rate | 65.9% | 75.5%-9.7pp | 82.2%-16.3pp | 67.2%-1.3pp |
| Annual return | 10.75% | 8740.84%-8730.1pp | 419.21%-408.5pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $970 | $3,811-74.5% | $4,935-80.3% | $2,624-63.0% |
| Participant deferral / active EE | $4,082 | $7,304-44.1% | $8,071-49.4% | $4,348-6.1% |
| Admin fee / account holder | $31 | $1,749-98.3% | $13,006-99.8% | $1,944-98.4% |