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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 | $101,653-65.4% | $147,080-76.1% | $74,459-52.8% |
| Participation rate | 65.9% | 75.6%-9.7pp | 82.2%-16.3pp | 67.2%-1.3pp |
| Annual return | 10.75% | 8754.98%-8744.2pp | 420.17%-409.4pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $970 | $3,813-74.6% | $4,933-80.3% | $2,626-63.1% |
| Participant deferral / active EE | $4,082 | $7,304-44.1% | $8,066-49.4% | $4,350-6.2% |
| Admin fee / account holder | $31 | $1,752-98.3% | $12,989-99.8% | $1,945-98.4% |