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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 | $26,864 |
ERP RETIREMENT SERVICES4 years Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $800 |
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 | $565,942 | $138,386+309.0% | $184,260+207.1% | $80,935+599.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.49% | 20.02%-5.5pp | 28.84%-14.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $26,020 | $4,851+436.4% | $6,427+304.8% | $2,757+843.9% |
| Participant deferral / active EE | $24,763 | $7,076+250.0% | $9,133+171.1% | $4,299+476.0% |
| Admin fee / account holder | $31 | $10,489-99.7% | $13,898-99.8% | $6,924-99.6% |