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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 | $129,095+10.1% | $184,200-22.8% | $77,671+83.0% |
| Participation rate | 70.2% | 87.3%-17.1pp | 86.8%-16.6pp | 70.6%-0.3pp |
| Annual return | 21.59% | 33.29%-11.7pp | 28.80%-7.2pp | 31.21%-9.6pp |
| Employer contribution / active EE | $4,028 | $4,410-8.7% | $6,424-37.3% | $2,726+47.7% |
| Participant deferral / active EE | $3,210 | $7,300-56.0% | $9,132-64.9% | $4,648-30.9% |
| Admin fee / account holder | $79 | $256-69.2% | $13,907-99.4% | $430-81.7% |