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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,118 |
Employer 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 | $23,928 | $55,446-56.8% | $155,574-84.6% | $74,429-67.9% |
| Participation rate | 80.8% | 61.9%+18.9pp | 78.2%+2.6pp | 67.2%+13.6pp |
| Annual return | 184.38% | 269.20%-84.8pp | 64.87%+119.5pp | 1368.38%-1184.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,651 | $2,836-6.5% | $5,629-52.9% | $4,348-39.0% |
| Admin fee / account holder | $98 | $1,743-94.4% | $15,914-99.4% | $1,944-95.0% |