Filed February 9, 2023
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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 | $51,545 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,188 | $127,689+18.4% | $146,866+2.9% | $65,191+131.9% |
| Participation rate | 96.7% | 68.4%+28.3pp | 82.5%+14.2pp | 63.0%+33.7pp |
| Annual return | 12.66% | 22.89%-10.2pp | 102.85%-90.2pp | 51.24%-38.6pp |
| Employer contribution / active EE | $4,485 | $4,150+8.1% | $4,425+1.4% | $2,400+86.9% |
| Participant deferral / active EE | $8,384 | $6,458+29.8% | $7,759+8.1% | $2,671+213.9% |
| Admin fee / account holder | $68 | $1,041-93.5% | $13,620-99.5% | $907-92.5% |