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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $21,515 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,298 | $65,092+78.7% | $143,799-19.1% | $66,938+73.7% |
| Participation rate | 93.0% | 65.2%+27.8pp | 80.3%+12.7pp | 69.8%+23.2pp |
| Annual return | -3.65% | -11.14%+7.5pp | -0.04%-3.6pp | 1.58%-5.2pp |
| Employer contribution / active EE | $32,994 | $2,362+1297.1% | $4,952+566.3% | $2,545+1196.3% |
| Participant deferral / active EE | $17,795 | $2,920+509.4% | $5,638+215.6% | $4,238+319.9% |
| Admin fee / account holder | $169 | $502-66.3% | $14,677-98.8% | $594-71.5% |