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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 | $37,744 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,183 | $65,125+150.6% | $143,797+13.5% | $66,949+143.7% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.6pp | 69.8%+24.1pp |
| Annual return | -12.82% | -11.13%-1.7pp | -0.04%-12.8pp | 1.57%-14.4pp |
| Employer contribution / active EE | $8,221 | $2,362+248.0% | $4,952+66.0% | $2,545+223.0% |
| Participant deferral / active EE | $5,355 | $2,920+83.4% | $5,638-5.0% | $4,239+26.3% |
| Admin fee / account holder | $192 | $503-61.8% | $14,679-98.7% | $594-67.6% |