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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 | $24,223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,700 | $65,246+89.6% | $98,716+25.3% | $67,986+82.0% |
| Participation rate | 100.0% | 51.4%+48.6pp | 69.3%+30.7pp | 57.2%+42.8pp |
| Annual return | 16.83% | 20.58%-3.8pp | 31.81%-15.0pp | 31.67%-14.8pp |
| Employer contribution / active EE | $2,332 | $1,042+123.8% | $2,279+2.3% | $2,019+15.5% |
| Participant deferral / active EE | $6,146 | $2,594+136.9% | $4,048+51.8% | $3,358+83.0% |
| Admin fee / account holder | $122 | $4,561-97.3% | $8,703-98.6% | $3,203-96.2% |