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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 | $60,144 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,711 | $45,022+294.7% | $85,126+108.8% | $77,714+128.7% |
| Participation rate | 96.9% | 48.7%+48.2pp | 67.5%+29.4pp | 70.6%+26.3pp |
| Annual return | 28.64% | 79.38%-50.7pp | 66.63%-38.0pp | 31.26%-2.6pp |
| Employer contribution / active EE | $5,884 | $1,610+265.5% | $2,731+115.4% | $2,727+115.8% |
| Participant deferral / active EE | $5,833 | $2,811+107.5% | $4,523+28.9% | $4,649+25.5% |
| Admin fee / account holder | $146 | $913-84.0% | $6,160-97.6% | $433-66.3% |