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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,982 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,701 | $95,438+480.2% | $135,982+307.2% | $74,473+643.5% |
| Participation rate | 96.5% | 78.2%+18.3pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 18.98% | 32.61%-13.6pp | 68.32%-49.3pp | 34.36%-15.4pp |
| Employer contribution / active EE | $17,659 | $3,878+355.4% | $4,859+263.4% | $2,638+569.3% |
| Participant deferral / active EE | $13,933 | $7,790+78.8% | $7,760+79.5% | $4,530+207.6% |
| Admin fee / account holder | $34 | $259-86.9% | $10,767-99.7% | $347-90.2% |