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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 | $338 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,999 | $62,409-35.9% | $120,380-66.8% | $74,400-46.2% |
| Participation rate | 99.1% | 56.8%+42.3pp | 71.9%+27.2pp | 67.2%+31.9pp |
| Annual return | 26.12% | 18.62%+7.5pp | 107.28%-81.2pp | 1367.51%-1341.4pp |
| Employer contribution / active EE | $4,034 | $1,847+118.5% | $3,465+16.4% | $2,624+53.7% |
| Participant deferral / active EE | $7,646 | $2,888+164.7% | $4,992+53.2% | $4,348+75.8% |
| Admin fee / account holder | $18 | $2,394-99.2% | $9,421-99.8% | $1,944-99.1% |