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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 | $7,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,506 | $65,946-26.4% | $81,783-40.7% | $77,671-37.5% |
| Participation rate | 61.1% | 65.8%-4.7pp | 72.4%-11.2pp | 70.6%-9.5pp |
| Annual return | 16.91% | 26.65%-9.7pp | 775.05%-758.1pp | 31.21%-14.3pp |
| Employer contribution / active EE | $1,257 | $2,371-47.0% | $2,913-56.9% | $2,726-53.9% |
| Participant deferral / active EE | $2,692 | $3,507-23.2% | $4,320-37.7% | $4,648-42.1% |
| Admin fee / account holder | $16 | $527-96.9% | $7,380-99.8% | $430-96.2% |