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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,148 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,640 | $152,591-89.1% | $117,529-85.8% | $134,545-87.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.64% | 53.04%-65.7pp | 29.77%-42.4pp | 418.37%-431.0pp |
| Employer contribution / active EE | $2,643 | $5,576-52.6% | $4,179-36.8% | $4,742-44.3% |
| Participant deferral / active EE | $6,457 | $4,821+33.9% | $4,072+58.6% | $6,401+0.9% |
| Admin fee / account holder | $53 | $7,004-99.3% | $5,645-99.1% | $11,431-99.5% |