Filed February 15, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $63,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,579 | $129,021+15.2% | $184,203-19.3% | $77,643+91.4% |
| Participation rate | 98.9% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 12.57% | 33.27%-20.7pp | 28.81%-16.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,992 | $4,413+58.4% | $6,427+8.8% | $2,726+156.5% |
| Participant deferral / active EE | $8,496 | $7,297+16.4% | $9,131-7.0% | $4,647+82.8% |
| Admin fee / account holder | $133 | $254-47.7% | $13,901-99.0% | $430-69.1% |