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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 | $6,150 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $589 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,483 | $106,264+179.9% | $147,117+102.2% | $77,762+282.6% |
| Participation rate | 95.1% | 78.4%+16.6pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 16.11% | 56.94%-40.8pp | 420.54%-404.4pp | 31.27%-15.2pp |
| Employer contribution / active EE | $20,872 | $4,074+412.3% | $4,932+323.1% | $2,728+665.1% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $7 | $334-98.0% | $12,993-99.9% | $433-98.4% |