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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,639 | $79,779-6.4% | $153,741-51.5% | $74,478+0.2% |
| Participation rate | 59.1% | 69.9%-10.8pp | 77.1%-18.0pp | 67.2%-8.1pp |
| Annual return | 12.66% | 15.08%-2.4pp | 15.71%-3.1pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $503 | $4,026-87.5% | $5,042-90.0% | $2,626-80.9% |
| Participant deferral / active EE | $3,120 | $5,329-41.4% | $6,757-53.8% | $4,350-28.3% |
| Admin fee / account holder | $53 | $1,761-97.0% | $12,749-99.6% | $1,946-97.3% |