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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,519 |
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.
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 | $51,599 | $106,230-51.4% | $147,080-64.9% | $77,736-33.6% |
| Participation rate | 43.6% | 78.4%-34.8pp | 82.2%-38.6pp | 70.6%-27.0pp |
| Annual return | 16.34% | 56.91%-40.6pp | 420.17%-403.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,866 | $4,072-54.2% | $4,933-62.2% | $2,728-31.6% |
| Participant deferral / active EE | $3,082 | $8,001-61.5% | $8,066-61.8% | $4,651-33.7% |
| Admin fee / account holder | $48 | $338-85.9% | $12,989-99.6% | $433-89.0% |