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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,239 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,345 | $103,975+14.8% | $96,576+23.6% | $103,975+14.8% |
| Participation rate | 82.9% | 72.5%+10.4pp | 81.4%+1.5pp | 72.5%+10.4pp |
| Annual return | 17.07% | 19.41%-2.3pp | 38.47%-21.4pp | 19.41%-2.3pp |
| Employer contribution / active EE | $5,900 | $3,722+58.5% | $3,553+66.0% | $3,722+58.5% |
| Participant deferral / active EE | $11,455 | $5,343+114.4% | $7,956+44.0% | $5,343+114.4% |
| Admin fee / account holder | $58 | $332-82.4% | $11,381-99.5% | $332-82.4% |