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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 | $278,517 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,158 | $53,216-77.2% | $155,534-92.2% | $199,960-93.9% |
| Participation rate | 88.8% | 64.1%+24.7pp | 78.2%+10.5pp | 72.0%+16.8pp |
| Annual return | 12.33% | 41.18%-28.8pp | 64.92%-52.6pp | 34.28%-22.0pp |
| Employer contribution / active EE | $72 | $1,848-96.1% | $4,675-98.5% | $3,036-97.6% |
| Participant deferral / active EE | $1,713 | $3,164-45.9% | $5,630-69.6% | $5,087-66.3% |
| Admin fee / account holder | $92 | $186-50.4% | $15,900-99.4% | $269-65.8% |