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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 | $102,400 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $46,862 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,204 | $106,264-21.7% | $147,117-43.4% | $77,762+7.0% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 16.66% | 56.94%-40.3pp | 420.54%-403.9pp | 31.27%-14.6pp |
| Employer contribution / active EE | $5,384 | $4,074+32.1% | $4,932+9.1% | $2,728+97.3% |
| Participant deferral / active EE | $12,451 | $8,003+55.6% | $8,065+54.4% | $4,651+167.7% |
| Admin fee / account holder | $128 | $334-61.6% | $12,993-99.0% | $433-70.3% |