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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $19,756 |
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 | $186,799 | $95,438+95.7% | $135,982+37.4% | $74,473+150.8% |
| Participation rate | 98.6% | 78.2%+20.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 16.49% | 32.61%-16.1pp | 68.32%-51.8pp | 34.36%-17.9pp |
| Employer contribution / active EE | $9,905 | $3,878+155.4% | $4,859+103.8% | $2,638+275.4% |
| Participant deferral / active EE | $11,008 | $7,790+41.3% | $7,760+41.9% | $4,530+143.0% |
| Admin fee / account holder | $6 | $259-97.6% | $10,767-99.9% | $347-98.2% |