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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 | $6,788 |
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 | $44,638 | $52,188-14.5% | $86,656-48.5% | $74,473-40.1% |
| Participation rate | 56.1% | 66.3%-10.3pp | 71.7%-15.6pp | 70.7%-14.7pp |
| Annual return | 23.41% | 44.46%-21.1pp | 593.09%-569.7pp | 34.36%-10.9pp |
| Employer contribution / active EE | $1,111 | $2,282-51.3% | $3,025-63.3% | $2,638-57.9% |
| Participant deferral / active EE | $2,256 | $3,383-33.3% | $4,439-49.2% | $4,530-50.2% |
| Admin fee / account holder | $8 | $319-97.6% | $5,619-99.9% | $347-97.8% |