Filed February 9, 2023
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| 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 | $106,247+31.3% | $147,096-5.1% | $77,714+79.6% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 24.99% | 56.87%-31.9pp | 419.75%-394.8pp | 31.26%-6.3pp |
| Employer contribution / active EE | $3,743 | $4,069-8.0% | $4,936-24.2% | $2,727+37.3% |
| Participant deferral / active EE | $7,537 | $7,996-5.7% | $8,071-6.6% | $4,649+62.1% |
| Admin fee / account holder | $50 | $338-85.2% | $13,005-99.6% | $433-88.4% |