Filed January 27, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,011 |
Annual investment return 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 | $64,404 | $69,774-7.7% | $67,561-4.7% | $74,429-13.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.31% | -40.53%+51.8pp | 3525.44%-3514.1pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $2,288 | $2,710-15.6% | $2,735-16.3% | $2,625-12.8% |
| Participant deferral / active EE | $7,009 | $3,636+92.8% | $4,003+75.1% | $4,348+61.2% |
| Admin fee / account holder | $104 | $890-88.3% | $4,006-97.4% | $1,944-94.6% |