| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $128,347 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,526 | $130,052-56.5% | $86,717-34.8% | $77,906-27.4% |
| Participation rate | 96.0% | 85.9%+10.0pp | 76.6%+19.4pp | 73.7%+22.3pp |
| Annual return | -7.00% | -12.73%+5.7pp | 35.97%-43.0pp | 12.16%-19.2pp |
| Employer contribution / active EE | $1,560 | $3,214-51.4% | $2,837-45.0% | $2,846-45.2% |
| Participant deferral / active EE | $3,166 | $5,741-44.9% | $4,657-32.0% | $4,805-34.1% |
| Admin fee / account holder | $30 | $132-77.4% | $7,494-99.6% | $133-77.5% |