Filed March 19, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,690 |
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 | $33,677 | $50,151-32.8% | $149,696-77.5% | $80,157-58.0% |
| Participation rate | 83.9% | 64.3%+19.6pp | 78.8%+5.1pp | 72.9%+10.9pp |
| Annual return | 15.69% | 29.80%-14.1pp | 134.46%-118.8pp | 40.39%-24.7pp |
| Employer contribution / active EE | $1,786 | $1,867-4.3% | $4,821-62.9% | $2,977-40.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $61 | $153-60.2% | $13,212-99.5% | $145-58.1% |