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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUIY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $42,341 |
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 | $62,038 | $50,919+21.8% | $155,556-60.1% | $77,762-20.2% |
| Participation rate | 26.9% | 63.1%-36.2pp | 78.2%-51.3pp | 70.6%-43.7pp |
| Annual return | 13.05% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $967 | $2,824-65.8% | $5,631-82.8% | $4,651-79.2% |
| Admin fee / account holder | $271 | $437-37.9% | $15,885-98.3% | $433-37.3% |