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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 | $49,976-13.7% | $66,674-35.3% | $82,637-47.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 13.14% | 39.09%-25.9pp | 321.24%-308.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,353 | $1,988-32.0% | $2,620-48.4% | $2,552-47.0% |
| Participant deferral / active EE | $2,076 | $2,847-27.1% | $4,084-49.2% | $4,126-49.7% |
| Admin fee / account holder | $26 | $4,594-99.4% | $5,098-99.5% | $7,339-99.7% |