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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $174,050 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $72,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,480 | $241,850-73.3% | $102,412-37.0% | $199,960-67.8% |
| Participation rate | 93.5% | 78.3%+15.2pp | 74.5%+19.0pp | 72.0%+21.5pp |
| Annual return | 13.17% | 17.67%-4.5pp | 24.94%-11.8pp | 34.28%-21.1pp |
| Employer contribution / active EE | $3,312 | $4,253-22.1% | $3,870-14.4% | $3,036+9.1% |
| Participant deferral / active EE | $5,702 | $3,961+43.9% | $5,060+12.7% | $5,087+12.1% |
| Admin fee / account holder | $76 | $288-73.6% | $8,388-99.1% | $269-71.8% |