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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,973 |
Service code 27 580 N BANK LN STE 101 · LAKE FOREST, IL 600455303 | Advisory (Plan) | $34,319 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,032 | $65,946-56.0% | $81,783-64.5% | $77,671-62.6% |
| Participation rate | 95.8% | 65.8%+30.0pp | 72.4%+23.4pp | 70.6%+25.2pp |
| Annual return | 15.10% | 26.65%-11.6pp | 775.05%-759.9pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,015 | $2,371-57.2% | $2,913-65.2% | $2,726-62.8% |
| Participant deferral / active EE | $5,439 | $3,507+55.1% | $4,320+25.9% | $4,648+17.0% |
| Admin fee / account holder | $206 | $527-60.8% | $7,380-97.2% | $430-52.1% |