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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,354 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,324 | $79,209-57.9% | $102,434-67.5% | $74,459-55.2% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 17.09% | 54.98%-37.9pp | 29.46%-12.4pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $2,099 | $2,362-11.2% | $3,023-30.6% | $2,626-20.1% |
| Participant deferral / active EE | $5,805 | $4,417+31.4% | $5,055+14.8% | $4,350+33.5% |
| Admin fee / account holder | $83 | $2,002-95.8% | $9,462-99.1% | $1,945-95.7% |