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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 | $10,433 |
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 | $5,936 | $41,150-85.6% | $80,627-92.6% | $71,511-91.7% |
| Participation rate | 81.4% | 50.3%+31.2pp | 67.0%+14.4pp | 67.9%+13.5pp |
| Annual return | 15.60% | 38.48%-22.9pp | 936.76%-921.2pp | 28.86%-13.3pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,235 | $2,701-54.3% | $4,443-72.2% | $4,291-71.2% |
| Admin fee / account holder | $86 | $1,841-95.4% | $5,381-98.4% | $1,588-94.6% |