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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,098 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,524 | $69,511-7.2% | $94,664-31.8% | $71,511-9.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 17.49% | 29.67%-12.2pp | 156.84%-139.4pp | 28.86%-11.4pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,451 | $7,348-66.6% | $7,417-67.0% | $4,291-42.9% |
| Admin fee / account holder | $62 | $1,211-94.9% | $7,222-99.1% | $1,588-96.1% |