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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 | $42,392 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,651 | $47,180-39.3% | $149,723-80.9% | $74,473-61.5% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.1pp | 70.7%+28.2pp |
| Annual return | 15.39% | 22.75%-7.4pp | 134.50%-119.1pp | 34.36%-19.0pp |
| Employer contribution / active EE | $2,379 | $1,907+24.7% | $4,821-50.7% | $2,638-9.8% |
| Participant deferral / active EE | $4,265 | $2,730+56.2% | $5,682-24.9% | $4,530-5.8% |
| Admin fee / account holder | $42 | $343-87.7% | $13,215-99.7% | $347-87.8% |