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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 | $76,383+6.1% | $121,663-33.4% | $64,340+26.0% |
| Participation rate | 65.8% | 60.4%+5.4pp | 74.5%-8.7pp | 55.2%+10.5pp |
| Annual return | 19.82% | 16.98%+2.8pp | 147.54%-127.7pp | 24.14%-4.3pp |
| Employer contribution / active EE | $2,406 | $1,943+23.9% | $3,020-20.3% | $1,862+29.2% |
| Participant deferral / active EE | $2,516 | $3,149-20.1% | $4,887-48.5% | $2,980-15.6% |
| Admin fee / account holder | $265 | $4,142-93.6% | $14,289-98.1% | $3,703-92.8% |