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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 | $38,064 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,287 | $61,356+203.6% | $149,696+24.4% | $71,511+160.5% |
| Participation rate | 91.5% | 62.5%+29.0pp | 78.8%+12.8pp | 67.9%+23.6pp |
| Annual return | 23.27% | 35.86%-12.6pp | 134.46%-111.2pp | 28.86%-5.6pp |
| Employer contribution / active EE | $33,218 | $2,382+1294.8% | $4,821+589.1% | $2,589+1183.0% |
| Participant deferral / active EE | $19,302 | $2,920+561.1% | $5,682+239.7% | $4,291+349.9% |
| Admin fee / account holder | $292 | $1,263-76.9% | $13,212-97.8% | $1,588-81.6% |