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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 | $58,258+62.3% | $81,820+15.6% | $80,925+16.8% |
| Participation rate | 98.9% | 63.5%+35.4pp | 72.4%+26.5pp | 67.7%+31.2pp |
| Annual return | 15.18% | 41.76%-26.6pp | 777.93%-762.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $3,525 | $2,345+50.3% | $2,915+20.9% | $2,756+27.9% |
| Participant deferral / active EE | $8,716 | $3,284+165.4% | $4,323+101.6% | $4,299+102.8% |
| Admin fee / account holder | $122 | $4,976-97.5% | $7,391-98.3% | $6,940-98.2% |