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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 | $4,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,593 | $79,181+9.4% | $102,423-15.5% | $74,429+16.3% |
| Participation rate | 83.8% | 74.8%+9.0pp | 76.5%+7.3pp | 67.2%+16.6pp |
| Annual return | 13.26% | 54.97%-41.7pp | 29.42%-16.2pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $2,101 | $2,362-11.0% | $3,023-30.5% | $2,625-20.0% |
| Participant deferral / active EE | $7,939 | $4,416+79.8% | $5,054+57.1% | $4,348+82.6% |
| Admin fee / account holder | $19 | $2,002-99.1% | $9,455-99.8% | $1,944-99.0% |