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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,411 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,741 | $129,159+93.4% | $184,243+35.5% | $77,714+221.4% |
| Participation rate | 94.2% | 87.4%+6.9pp | 86.8%+7.4pp | 70.6%+23.6pp |
| Annual return | 13.59% | 33.22%-19.6pp | 28.82%-15.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $9,278 | $4,410+110.4% | $6,427+44.4% | $2,727+240.3% |
| Participant deferral / active EE | $12,087 | $7,305+65.5% | $9,132+32.4% | $4,649+160.0% |
| Admin fee / account holder | $20 | $256-92.2% | $13,914-99.9% | $433-95.4% |