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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 | $101,672-41.5% | $147,117-59.6% | $74,478-20.2% |
| Participation rate | 81.0% | 75.5%+5.5pp | 82.2%-1.2pp | 67.2%+13.8pp |
| Annual return | 18.06% | 8757.83%-8739.8pp | 420.54%-402.5pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $2,447 | $3,813-35.8% | $4,932-50.4% | $2,626-6.8% |
| Participant deferral / active EE | $11,595 | $7,305+58.7% | $8,065+43.8% | $4,350+166.5% |
| Admin fee / account holder | $133 | $1,753-92.4% | $12,993-99.0% | $1,946-93.1% |