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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-1233483 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,357 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,120 | $129,227+10.0% | $184,256-22.9% | $77,762+82.8% |
| Participation rate | 70.2% | 87.4%-17.1pp | 86.8%-16.6pp | 70.6%-0.4pp |
| Annual return | 21.59% | 33.24%-11.7pp | 28.85%-7.3pp | 31.27%-9.7pp |
| Employer contribution / active EE | $4,028 | $4,412-8.7% | $6,427-37.3% | $2,728+47.6% |
| Participant deferral / active EE | $3,210 | $7,307-56.1% | $9,133-64.9% | $4,651-31.0% |
| Admin fee / account holder | $79 | $256-69.2% | $13,899-99.4% | $433-81.8% |