Filed January 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $52,703 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $14,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,710 | $95,593+12.7% | $121,663-11.5% | $64,728+66.4% |
| Participation rate | 61.4% | 74.9%-13.6pp | 74.5%-13.1pp | 57.9%+3.5pp |
| Annual return | 13.44% | 11.26%+2.2pp | 147.54%-134.1pp | 49.38%-35.9pp |
| Employer contribution / active EE | $7 | $4,093-99.8% | $3,020-99.8% | $2,243-99.7% |
| Participant deferral / active EE | $3,949 | $3,994-1.1% | $4,887-19.2% | $2,729+44.7% |
| Admin fee / account holder | $270 | $813-66.8% | $14,289-98.1% | $1,145-76.4% |