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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,076 | $65,125+95.1% | $143,797-11.6% | $66,949+89.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.50% | -11.13%-2.4pp | -0.04%-13.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $6,789 | $2,362+187.4% | $4,952+37.1% | $2,545+166.7% |
| Participant deferral / active EE | $3,872 | $2,920+32.6% | $5,638-31.3% | $4,239-8.7% |
| Admin fee / account holder | $394 | $503-21.7% | $14,679-97.3% | $594-33.7% |