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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,054 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,689 | $46,332-23.0% | $143,799-75.2% | $64,819-44.9% |
| Participation rate | 45.2% | 64.2%-19.0pp | 80.3%-35.1pp | 71.5%-26.3pp |
| Annual return | -15.61% | -10.05%-5.6pp | -0.04%-15.6pp | 32.84%-48.4pp |
| Employer contribution / active EE | $521 | $1,911-72.7% | $4,952-89.5% | $2,507-79.2% |
| Participant deferral / active EE | $1,039 | $2,647-60.7% | $5,638-81.6% | $4,311-75.9% |
| Admin fee / account holder | $121 | $154-21.2% | $14,677-99.2% | $188-35.4% |