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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 | $58,241-38.4% | $81,780-56.2% | $80,911-55.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.62% | 41.73%-28.1pp | 776.27%-762.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,253 | $2,343-46.5% | $2,914-57.0% | $2,756-54.5% |
| Participant deferral / active EE | $1,990 | $3,283-39.4% | $4,321-53.9% | $4,297-53.7% |
| Admin fee / account holder | $25 | $4,973-99.5% | $7,384-99.7% | $6,935-99.6% |