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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,401 |
Service code 55 135 SOUTH ROAD · FARMINGTON, CT 06032 | Other Commissions | $18,207 |
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 | $57,505 | $52,188+10.2% | $86,656-33.6% | $74,473-22.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 14.97% | 44.46%-29.5pp | 593.09%-578.1pp | 34.36%-19.4pp |
| Employer contribution / active EE | $2,415 | $2,282+5.8% | $3,025-20.2% | $2,638-8.5% |
| Participant deferral / active EE | $3,270 | $3,383-3.3% | $4,439-26.3% | $4,530-27.8% |
| Admin fee / account holder | $112 | $319-64.8% | $5,619-98.0% | $347-67.7% |