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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 | $12,955 |
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 | $13,819 | $53,165-74.0% | $86,216-84.0% | $74,460-81.4% |
| Participation rate | 16.3% | 64.9%-48.6pp | 69.0%-52.7pp | 70.7%-54.5pp |
| Annual return | 16.86% | 22.64%-5.8pp | 1169.42%-1152.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $375 | $1,210-69.0% | $2,382-84.3% | $2,638-85.8% |
| Participant deferral / active EE | $508 | $3,234-84.3% | $3,986-87.3% | $4,530-88.8% |
| Admin fee / account holder | $61 | $551-88.9% | $6,853-99.1% | $348-82.4% |