Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $127,294 |
RIVERSIDE RESEARCH INSTITUTE10+ years Service code 99 2900 CRYSTAL DR · ARLINGTON, VA 22202 | Other Fees | $79,848 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,744 | $106,247+22.1% | $147,096-11.8% | $77,714+67.0% |
| Participation rate | 69.5% | 78.4%-8.9pp | 82.2%-12.7pp | 70.6%-1.1pp |
| Annual return | 15.14% | 56.87%-41.7pp | 419.75%-404.6pp | 31.26%-16.1pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $10,141 | $7,996+26.8% | $8,071+25.6% | $4,649+118.1% |
| Admin fee / account holder | $254 | $338-24.8% | $13,005-98.0% | $433-41.3% |