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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant 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 | $17,684 | $59,140-70.1% | $160,037-88.9% | $66,949-73.6% |
| Participation rate | 84.5% | 68.1%+16.4pp | 78.0%+6.5pp | 69.8%+14.7pp |
| Annual return | -12.56% | -12.25%-0.3pp | 408.95%-421.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $510 | $1,982-74.3% | $4,226-87.9% | $2,545-79.9% |
| Participant deferral / active EE | $3,117 | $4,399-29.1% | $6,184-49.6% | $4,239-26.5% |
| Admin fee / account holder | $58 | $591-90.2% | $8,716-99.3% | $594-90.3% |