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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,474 | $55,446+335.5% | $155,574+55.2% | $74,429+224.4% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.7pp |
| Annual return | 15.36% | 269.20%-253.8pp | 64.87%-49.5pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $27,414 | $2,266+1109.7% | $4,676+486.3% | $2,625+944.4% |
| Participant deferral / active EE | $16,050 | $2,836+465.9% | $5,629+185.1% | $4,348+269.1% |
| Admin fee / account holder | $436 | $1,743-75.0% | $15,914-97.3% | $1,944-77.6% |