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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $82,628 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,218 | $106,164+291.1% | $147,041+182.4% | $77,692+434.4% |
| Participation rate | 94.1% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 14.86% | 56.81%-42.0pp | 419.21%-404.4pp | 31.25%-16.4pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $269 | $338-20.4% | $13,006-97.9% | $431-37.5% |