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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2530412 | Contract Administrator | $1,874 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,725 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,279 | $58,312-65.2% | $86,656-76.6% | $71,529-71.6% |
| Participation rate | 74.4% | 65.0%+9.3pp | 71.7%+2.7pp | 67.9%+6.4pp |
| Annual return | 11.31% | 24.08%-12.8pp | 593.09%-581.8pp | 28.97%-17.7pp |
| Employer contribution / active EE | $2,886 | $2,576+12.0% | $3,025-4.6% | $2,590+11.4% |
| Participant deferral / active EE | $1,353 | $3,439-60.7% | $4,439-69.5% | $4,291-68.5% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,619-100.0% | $1,588-99.9% |