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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 | $1,912 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $159,477 | $120,072+32.8% | $199,883-20.2% | $71,012+124.6% |
| Participation rate | 86.3% | 88.3%-2.0pp | 86.8%-0.4pp | 58.6%+27.8pp |
| Annual return | 17.38% | 28.85%-11.5pp | 43.81%-26.4pp | 37.67%-20.3pp |
| Employer contribution / active EE | $0 | $4,435-100.0% | $6,261-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $19,370 | $7,789+148.7% | $9,138+112.0% | $3,246+496.7% |
| Admin fee / account holder | $0 | $308-100.0% | $17,268-100.0% | $1,167-100.0% |