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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 | $24,120 |
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 | $94,559 | $58,234+62.4% | $81,783+15.6% | $80,874+16.9% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.4%+26.5pp | 67.6%+31.3pp |
| Annual return | 15.18% | 41.70%-26.5pp | 775.05%-759.9pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,525 | $2,341+50.6% | $2,913+21.0% | $2,756+27.9% |
| Participant deferral / active EE | $8,716 | $3,283+165.5% | $4,320+101.7% | $4,297+102.8% |
| Admin fee / account holder | $122 | $4,982-97.5% | $7,380-98.3% | $6,935-98.2% |