Filed March 19, 2024 (most recent of 3 filings on file)
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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 | $132,490 |
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 | $24,765 | $45,000-45.0% | $143,797-82.8% | $77,906-68.2% |
| Participation rate | 75.4% | 66.8%+8.6pp | 80.3%-4.9pp | 73.7%+1.7pp |
| Annual return | -15.17% | 29.03%-44.2pp | -0.04%-15.1pp | 12.16%-27.3pp |
| Employer contribution / active EE | $2,225 | $1,870+19.0% | $4,952-55.1% | $2,846-21.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $58 | $98-40.7% | $14,679-99.6% | $133-56.0% |