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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 | $21,549 |
ERP RETIREMENT SERVICES3 years Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510,814 | $125,797+306.1% | $170,057+200.4% | $75,177+579.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.88% | 27.20%-4.3pp | 53.42%-30.5pp | 160.75%-137.9pp |
| Employer contribution / active EE | $25,397 | $4,616+450.2% | $6,790+274.0% | $2,671+850.8% |
| Participant deferral / active EE | $23,625 | $6,838+245.5% | $10,411+126.9% | $4,126+472.5% |
| Admin fee / account holder | $16 | $8,177-99.8% | $12,826-99.9% | $5,651-99.7% |