Filed February 9, 2023
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,049 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,547 | $106,264+31.3% | $147,117-5.1% | $77,762+79.5% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 24.99% | 56.94%-31.9pp | 420.54%-395.5pp | 31.27%-6.3pp |
| Employer contribution / active EE | $3,743 | $4,074-8.1% | $4,932-24.1% | $2,728+37.2% |
| Participant deferral / active EE | $7,537 | $8,003-5.8% | $8,065-6.5% | $4,651+62.0% |
| Admin fee / account holder | $50 | $334-85.0% | $12,993-99.6% | $433-88.4% |