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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 | $2,468 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,147 | $51,638-16.4% | $68,368-36.9% | $82,448-47.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.14% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,353 | $2,047-33.9% | $2,649-48.9% | $2,551-47.0% |
| Participant deferral / active EE | $2,076 | $2,914-28.7% | $4,123-49.6% | $4,139-49.8% |
| Admin fee / account holder | $26 | $4,643-99.4% | $5,150-99.5% | $7,234-99.6% |