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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 | $9,477 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,352 | $48,432-4.3% | $121,210-61.8% | $71,529-35.2% |
| Participation rate | 77.0% | 54.3%+22.6pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | 18.58% | 23.28%-4.7pp | 987.41%-968.8pp | 28.97%-10.4pp |
| Employer contribution / active EE | $1,523 | $1,493+2.0% | $4,171-63.5% | $2,590-41.2% |
| Participant deferral / active EE | $4,078 | $2,756+48.0% | $4,084-0.1% | $4,291-5.0% |
| Admin fee / account holder | $43 | $1,845-97.7% | $5,647-99.2% | $1,588-97.3% |