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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 | $73,323 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $33,023 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,253 | $69,823+63.6% | $76,902+48.6% | $74,473+53.4% |
| Participation rate | 97.3% | 70.0%+27.3pp | 69.6%+27.7pp | 70.7%+26.6pp |
| Annual return | 16.94% | 19.99%-3.0pp | 37.91%-21.0pp | 34.36%-17.4pp |
| Employer contribution / active EE | $2,540 | $2,148+18.3% | $2,534+0.2% | $2,638-3.7% |
| Participant deferral / active EE | $2,571 | $3,558-27.7% | $3,833-32.9% | $4,530-43.2% |
| Admin fee / account holder | $167 | $398-58.0% | $5,479-97.0% | $347-51.9% |