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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,349 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,108 | $77,908-88.3% | $149,696-93.9% | $75,173-87.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.16% | 31.73%-16.6pp | 134.46%-119.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $990 | $3,138-68.5% | $4,821-79.5% | $2,671-62.9% |
| Participant deferral / active EE | $674 | $3,411-80.2% | $5,682-88.1% | $4,126-83.7% |
| Admin fee / account holder | $41 | $5,950-99.3% | $13,212-99.7% | $5,651-99.3% |