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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,988 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,843 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,693 | $79,171-34.7% | $102,423-49.5% | $74,495-30.6% |
| Participation rate | 93.2% | 74.8%+18.5pp | 76.5%+16.8pp | 67.2%+26.0pp |
| Annual return | 10.48% | 54.93%-44.5pp | 29.32%-18.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,614 | $2,362-31.7% | $3,023-46.6% | $2,623-38.5% |
| Participant deferral / active EE | $1,366 | $4,415-69.1% | $5,053-73.0% | $4,346-68.6% |
| Admin fee / account holder | $309 | $2,001-84.5% | $9,451-96.7% | $1,942-84.1% |