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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 | $45,109+294.0% | $85,240+108.5% | $77,762+128.5% |
| Participation rate | 96.9% | 48.7%+48.3pp | 67.5%+29.4pp | 70.6%+26.3pp |
| Annual return | 28.64% | 79.55%-50.9pp | 66.75%-38.1pp | 31.27%-2.6pp |
| Employer contribution / active EE | $5,884 | $1,602+267.4% | $2,735+115.1% | $2,728+115.7% |
| Participant deferral / active EE | $5,833 | $2,814+107.3% | $4,527+28.8% | $4,651+25.4% |
| Admin fee / account holder | $146 | $915-84.0% | $6,165-97.6% | $433-66.3% |