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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 | $20,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,272 | $49,471+64.3% | $79,583+2.1% | $66,949+21.4% |
| Participation rate | 95.7% | 61.4%+34.4pp | 69.5%+26.2pp | 69.8%+25.9pp |
| Annual return | -16.93% | 84.30%-101.2pp | 0.16%-17.1pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,694 | $1,266+112.8% | $2,414+11.6% | $2,545+5.8% |
| Participant deferral / active EE | $6,804 | $3,160+115.3% | $3,986+70.7% | $4,239+60.5% |
| Admin fee / account holder | $120 | $595-79.8% | $6,835-98.2% | $594-79.8% |