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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 81-0300207 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,792 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,859 | $58,311-38.5% | $81,882-56.2% | $80,959-55.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.62% | 41.85%-28.2pp | 779.47%-765.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,253 | $2,347-46.6% | $2,916-57.0% | $2,757-54.5% |
| Participant deferral / active EE | $1,990 | $3,287-39.5% | $4,323-54.0% | $4,300-53.7% |
| Admin fee / account holder | $25 | $4,752-99.5% | $7,360-99.7% | $6,925-99.6% |