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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,443 | $54,245-60.5% | $93,727-77.1% | $77,762-72.4% |
| Participation rate | 19.7% | 63.9%-44.2pp | 68.7%-49.0pp | 70.6%-50.9pp |
| Annual return | 12.05% | 30.58%-18.5pp | 133.83%-121.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $440 | $1,168-62.3% | $2,421-81.8% | $2,728-83.9% |
| Participant deferral / active EE | $626 | $3,144-80.1% | $4,417-85.8% | $4,651-86.5% |
| Admin fee / account holder | $108 | $575-81.2% | $8,292-98.7% | $433-75.0% |