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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 | $21,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,509 | $54,717+63.6% | $86,216+3.8% | $71,511+25.2% |
| Participation rate | 95.8% | 60.1%+35.7pp | 69.0%+26.8pp | 67.9%+27.9pp |
| Annual return | 16.02% | 20.07%-4.0pp | 1169.42%-1153.4pp | 28.86%-12.8pp |
| Employer contribution / active EE | $2,399 | $1,267+89.3% | $2,382+0.7% | $2,589-7.4% |
| Participant deferral / active EE | $5,994 | $3,110+92.7% | $3,986+50.4% | $4,291+39.7% |
| Admin fee / account holder | $117 | $1,922-93.9% | $6,853-98.3% | $1,588-92.6% |