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 | $110,282-49.0% | $102,423-45.1% | $199,921-71.9% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.5pp |
| Annual return | 15.02% | 35.75%-20.7pp | 29.42%-14.4pp | 34.28%-19.3pp |
| Employer contribution / active EE | $1,943 | $3,603-46.1% | $3,023-35.7% | $3,035-36.0% |
| Participant deferral / active EE | $5,047 | $6,376-20.8% | $5,054-0.1% | $5,089-0.8% |
| Admin fee / account holder | $91 | $122-25.2% | $9,455-99.0% | $269-66.0% |