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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 | $106,164-51.4% | $147,041-64.9% | $77,692-33.6% |
| Participation rate | 43.6% | 78.4%-34.8pp | 82.2%-38.6pp | 70.6%-27.0pp |
| Annual return | 16.34% | 56.81%-40.5pp | 419.21%-402.9pp | 31.25%-14.9pp |
| Employer contribution / active EE | $1,866 | $4,066-54.1% | $4,935-62.2% | $2,726-31.6% |
| Participant deferral / active EE | $3,082 | $7,993-61.4% | $8,071-61.8% | $4,648-33.7% |
| Admin fee / account holder | $48 | $338-85.9% | $13,006-99.6% | $431-88.9% |