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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 | $30,654 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,735 | $89,067-43.0% | $102,423-50.5% | $77,714-34.7% |
| Participation rate | 86.7% | 80.9%+5.8pp | 76.5%+10.2pp | 70.6%+16.1pp |
| Annual return | 8.38% | 25.01%-16.6pp | 29.42%-21.0pp | 31.26%-22.9pp |
| Employer contribution / active EE | $3,007 | $2,699+11.4% | $3,023-0.5% | $2,727+10.3% |
| Participant deferral / active EE | $2,283 | $5,147-55.6% | $5,054-54.8% | $4,649-50.9% |
| Admin fee / account holder | $144 | $236-38.8% | $9,455-98.5% | $433-66.7% |