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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 | $95,842 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,720 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $20 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,947 | $45,109+163.7% | $85,187+39.6% | $77,736+53.0% |
| Participation rate | 93.0% | 48.7%+44.3pp | 67.5%+25.5pp | 70.6%+22.4pp |
| Annual return | 14.25% | 79.55%-65.3pp | 66.67%-52.4pp | 31.26%-17.0pp |
| Employer contribution / active EE | $13,307 | $1,602+730.8% | $2,732+387.0% | $2,728+387.8% |
| Participant deferral / active EE | $15,985 | $2,814+468.1% | $4,525+253.3% | $4,651+243.7% |
| Admin fee / account holder | $276 | $915-69.8% | $6,162-95.5% | $433-36.3% |