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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 | $79,223+9.3% | $102,460-15.5% | $74,478+16.3% |
| Participation rate | 83.8% | 74.8%+9.1pp | 76.5%+7.3pp | 67.2%+16.6pp |
| Annual return | 13.26% | 54.98%-41.7pp | 29.47%-16.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,101 | $2,363-11.1% | $3,025-30.5% | $2,626-20.0% |
| Participant deferral / active EE | $7,939 | $4,417+79.7% | $5,056+57.0% | $4,350+82.5% |
| Admin fee / account holder | $19 | $2,003-99.1% | $9,460-99.8% | $1,946-99.0% |