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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 | $11,472 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,507 | $76,407-83.6% | $150,298-91.7% | $82,448-84.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 22.29% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,193 | $2,614-54.4% | $4,154-71.3% | $2,551-53.3% |
| Participant deferral / active EE | $1,275 | $3,214-60.3% | $5,453-76.6% | $4,139-69.2% |
| Admin fee / account holder | $45 | $6,352-99.3% | $14,116-99.7% | $7,234-99.4% |