Filed April 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $448,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,239 | $110,258-49.0% | $102,460-45.1% | $200,096-71.9% |
| Participation rate | 94.6% | 86.3%+8.2pp | 76.5%+18.0pp | 72.0%+22.5pp |
| Annual return | 15.02% | 35.78%-20.8pp | 29.47%-14.5pp | 34.26%-19.2pp |
| Employer contribution / active EE | $1,943 | $3,605-46.1% | $3,025-35.8% | $3,038-36.0% |
| Participant deferral / active EE | $5,047 | $6,377-20.9% | $5,056-0.2% | $5,090-0.8% |
| Admin fee / account holder | $91 | $122-25.2% | $9,460-99.0% | $269-66.0% |