Filed April 11, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,000 |
Service code 16 · EIN 34-1820650 | Consulting | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,841 | $122,128+21.9% | $147,117+1.2% | $200,096-25.6% |
| Participation rate | 98.0% | 78.2%+19.8pp | 82.2%+15.8pp | 72.0%+25.9pp |
| Annual return | 13.30% | 30.58%-17.3pp | 420.54%-407.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $4,483 | $4,093+9.5% | $4,932-9.1% | $3,038+47.6% |
| Participant deferral / active EE | $10,418 | $8,484+22.8% | $8,065+29.2% | $5,090+104.7% |
| Admin fee / account holder | $0 | $180-99.8% | $12,993-100.0% | $269-99.9% |