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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 | $3,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,712 | $79,045-0.4% | $100,378-21.6% | $74,429+5.8% |
| Participation rate | 66.2% | 79.4%-13.2pp | 81.5%-15.3pp | 67.2%-1.0pp |
| Annual return | 23.07% | 20.61%+2.5pp | 49.41%-26.3pp | 1368.38%-1345.3pp |
| Employer contribution / active EE | $3,289 | $3,015+9.1% | $3,942-16.6% | $2,625+25.3% |
| Participant deferral / active EE | $7,211 | $7,751-7.0% | $8,087-10.8% | $4,348+65.8% |
| Admin fee / account holder | $17 | $1,335-98.7% | $7,899-99.8% | $1,944-99.1% |