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 | $112,596+34.3% | $152,301-0.7% | $64,728+133.6% |
| Participation rate | 96.7% | 63.6%+33.1pp | 82.4%+14.2pp | 57.9%+38.8pp |
| Annual return | 12.66% | 23.76%-11.1pp | 80.50%-67.8pp | 49.38%-36.7pp |
| Employer contribution / active EE | $4,485 | $3,716+20.7% | $4,624-3.0% | $2,243+100.0% |
| Participant deferral / active EE | $8,384 | $6,075+38.0% | $8,004+4.8% | $2,729+207.2% |
| Admin fee / account holder | $68 | $996-93.2% | $14,398-99.5% | $1,145-94.1% |