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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,003 | $106,264-67.1% | $147,117-76.2% | $77,762-55.0% |
| Participation rate | 40.7% | 78.4%-37.7pp | 82.2%-41.5pp | 70.6%-29.9pp |
| Annual return | 18.02% | 56.94%-38.9pp | 420.54%-402.5pp | 31.27%-13.2pp |
| Employer contribution / active EE | $1,228 | $4,074-69.9% | $4,932-75.1% | $2,728-55.0% |
| Participant deferral / active EE | $2,206 | $8,003-72.4% | $8,065-72.7% | $4,651-52.6% |
| Admin fee / account holder | $148 | $334-55.8% | $12,993-98.9% | $433-65.8% |