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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,448 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,210 | $47,180-97.4% | $149,723-99.2% | $74,473-98.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 116.50% | 22.75%+93.8pp | 134.50%-18.0pp | 34.36%+82.1pp |
| Employer contribution / active EE | $362 | $1,907-81.0% | $4,821-92.5% | $2,638-86.3% |
| Participant deferral / active EE | $748 | $2,730-72.6% | $5,682-86.8% | $4,530-83.5% |
| Admin fee / account holder | $50 | $343-85.5% | $13,215-99.6% | $347-85.6% |