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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,852 | $43,709-68.3% | $61,491-77.5% | $64,814-78.6% |
| Participation rate | 65.6% | 69.2%-3.6pp | 79.3%-13.7pp | 71.5%-5.8pp |
| Annual return | -14.78% | -9.98%-4.8pp | -12.98%-1.8pp | 32.84%-47.6pp |
| Employer contribution / active EE | $1,621 | $2,113-23.3% | $4,246-61.8% | $2,507-35.4% |
| Participant deferral / active EE | $1,575 | $3,022-47.9% | $5,188-69.6% | $4,310-63.5% |
| Admin fee / account holder | $114 | $131-12.9% | $4,312-97.4% | $188-39.2% |