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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 | $24,238 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,576 | $72,994-62.2% | $120,380-77.1% | $77,692-64.5% |
| Participation rate | 25.0% | 55.2%-30.3pp | 71.9%-47.0pp | 70.6%-45.6pp |
| Annual return | 14.19% | 18.23%-4.0pp | 107.28%-93.1pp | 31.25%-17.1pp |
| Employer contribution / active EE | $885 | $1,793-50.7% | $3,465-74.5% | $2,726-67.6% |
| Participant deferral / active EE | $1,594 | $3,011-47.1% | $4,992-68.1% | $4,648-65.7% |
| Admin fee / account holder | $163 | $658-75.3% | $9,421-98.3% | $431-62.2% |