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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,043 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,657 |
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 | $81,076 | $77,670+4.4% | $125,529-35.4% | $65,306+24.1% |
| Participation rate | 65.8% | 63.2%+2.6pp | 74.7%-8.9pp | 57.7%+8.1pp |
| Annual return | 19.82% | 15.16%+4.7pp | 202.56%-182.7pp | 21.94%-2.1pp |
| Employer contribution / active EE | $2,406 | $2,099+14.6% | $3,058-21.3% | $1,967+22.3% |
| Participant deferral / active EE | $2,516 | $3,095-18.7% | $4,813-47.7% | $2,959-15.0% |
| Admin fee / account holder | $265 | $3,598-92.6% | $16,298-98.4% | $3,480-92.4% |