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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 | $49,687 |
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 | $13,987 | $46,332-69.8% | $143,799-90.3% | $64,819-78.4% |
| Participation rate | 74.2% | 64.2%+9.9pp | 80.3%-6.1pp | 71.5%+2.7pp |
| Annual return | -12.44% | -10.05%-2.4pp | -0.04%-12.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $1,897 | $1,911-0.7% | $4,952-61.7% | $2,507-24.3% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $94 | $154-39.0% | $14,677-99.4% | $188-50.0% |