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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 | $106,247-21.7% | $147,096-43.4% | $77,714+7.1% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 16.66% | 56.87%-40.2pp | 419.75%-403.1pp | 31.26%-14.6pp |
| Employer contribution / active EE | $5,384 | $4,069+32.3% | $4,936+9.1% | $2,727+97.4% |
| Participant deferral / active EE | $12,451 | $7,996+55.7% | $8,071+54.3% | $4,649+167.8% |
| Admin fee / account holder | $128 | $338-62.0% | $13,005-99.0% | $433-70.4% |