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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,934 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $5,246 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,359 | $93,571-80.4% | $135,903-86.5% | $75,163-75.6% |
| Participation rate | 61.9% | 75.2%-13.3pp | 81.9%-20.0pp | 67.2%-5.3pp |
| Annual return | 16.80% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,218 | $3,537-9.0% | $4,856-33.7% | $2,670+20.5% |
| Participant deferral / active EE | $1,819 | $6,404-71.6% | $7,758-76.6% | $4,125-55.9% |
| Admin fee / account holder | $156 | $6,975-97.8% | $10,762-98.6% | $5,651-97.2% |