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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 | $34,205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,460 | $101,499-41.4% | $147,005-59.6% | $74,546-20.2% |
| Participation rate | 81.0% | 75.5%+5.5pp | 82.2%-1.1pp | 67.2%+13.8pp |
| Annual return | 18.06% | 8732.34%-8714.3pp | 418.76%-400.7pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $2,447 | $3,811-35.8% | $4,934-50.4% | $2,624-6.8% |
| Participant deferral / active EE | $11,595 | $7,304+58.7% | $8,070+43.7% | $4,347+166.7% |
| Admin fee / account holder | $133 | $1,748-92.4% | $13,006-99.0% | $1,944-93.1% |