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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $65,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,325 | $50,820-38.4% | $155,567-79.9% | $77,671-59.7% |
| Participation rate | 92.0% | 63.1%+28.8pp | 78.2%+13.8pp | 70.6%+21.4pp |
| Annual return | 24.12% | 34.85%-10.7pp | 64.74%-40.6pp | 31.21%-7.1pp |
| Employer contribution / active EE | $2,104 | $1,993+5.6% | $4,674-55.0% | $2,726-22.8% |
| Participant deferral / active EE | $7,903 | $2,823+179.9% | $5,628+40.4% | $4,648+70.0% |
| Admin fee / account holder | $102 | $436-76.6% | $15,916-99.4% | $430-76.3% |