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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,845 | $81,276-86.7% | $155,574-93.0% | $80,925-86.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.24% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,093 | $3,103-64.8% | $4,676-76.6% | $2,756-60.3% |
| Participant deferral / active EE | $976 | $3,453-71.7% | $5,629-82.7% | $4,299-77.3% |
| Admin fee / account holder | $48 | $7,993-99.4% | $15,914-99.7% | $6,940-99.3% |