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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO AMERICA Service code 64 · EIN 04-1590850 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,487 | $50,199+60.3% | $69,884+15.2% | $66,938+20.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -13.61% | -13.85%+0.2pp | 190.81%-204.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $6,352 | $1,864+240.8% | $2,560+148.1% | $2,545+149.6% |
| Participant deferral / active EE | $4,448 | $3,112+42.9% | $3,848+15.6% | $4,238+5.0% |
| Admin fee / account holder | $368 | $600-38.6% | $6,266-94.1% | $594-38.0% |