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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $15,673 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,825 | $82,678-36.1% | $125,391-57.9% | $68,490-22.9% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -16.12% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $6,132 | $3,382+81.3% | $4,816+27.3% | $2,597+136.1% |
| Participant deferral / active EE | $7,814 | $6,111+27.9% | $7,448+4.9% | $4,028+94.0% |
| Admin fee / account holder | $233 | $6,277-96.3% | $10,009-97.7% | $5,403-95.7% |