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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 | -$11,704 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,728 | $106,164+90.0% | $147,041+37.2% | $77,692+159.6% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 13.20% | 56.81%-43.6pp | 419.21%-406.0pp | 31.25%-18.1pp |
| Employer contribution / active EE | $9,526 | $4,066+134.3% | $4,935+93.0% | $2,726+249.4% |
| Participant deferral / active EE | $10,644 | $7,993+33.2% | $8,071+31.9% | $4,648+129.0% |
| Admin fee / account holder | $8 | $338-97.6% | $13,006-99.9% | $431-98.1% |