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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 | $106,264+89.8% | $147,117+37.1% | $77,762+159.4% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 13.20% | 56.94%-43.7pp | 420.54%-407.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $9,526 | $4,074+133.8% | $4,932+93.1% | $2,728+249.2% |
| Participant deferral / active EE | $10,644 | $8,003+33.0% | $8,065+32.0% | $4,651+128.9% |
| Admin fee / account holder | $8 | $334-97.6% | $12,993-99.9% | $433-98.1% |