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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 | $2,337 |
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 | $48,898 | $55,437-11.8% | $155,534-68.6% | $74,459-34.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 6.39% | 269.58%-263.2pp | 64.92%-58.5pp | 1369.70%-1363.3pp |
| Employer contribution / active EE | $1,359 | $2,266-40.0% | $4,675-70.9% | $2,626-48.2% |
| Participant deferral / active EE | $3,133 | $2,837+10.4% | $5,630-44.4% | $4,350-28.0% |
| Admin fee / account holder | $7 | $1,742-99.6% | $15,900-100.0% | $1,945-99.6% |