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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,126 |
Service code 13 · EIN 20-5923747 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Contract Administrator | $4,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,728 | $61,391-1.1% | $149,723-59.4% | $71,529-15.1% |
| Participation rate | 64.5% | 62.5%+2.0pp | 78.8%-14.2pp | 67.9%-3.4pp |
| Annual return | 25.17% | 35.88%-10.7pp | 134.50%-109.3pp | 28.97%-3.8pp |
| Employer contribution / active EE | $1,126 | $2,384-52.8% | $4,821-76.7% | $2,590-56.5% |
| Participant deferral / active EE | $2,096 | $2,921-28.2% | $5,682-63.1% | $4,291-51.1% |
| Admin fee / account holder | $60 | $1,264-95.3% | $13,215-99.5% | $1,588-96.2% |