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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 | $264,521 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,253 | $58,644-34.8% | $178,540-78.6% | $199,960-80.9% |
| Participation rate | 42.8% | 65.5%-22.6pp | 77.1%-34.3pp | 72.0%-29.2pp |
| Annual return | 13.26% | 19.25%-6.0pp | 27.15%-13.9pp | 34.28%-21.0pp |
| Employer contribution / active EE | $1,824 | $1,801+1.3% | $3,953-53.8% | $3,036-39.9% |
| Participant deferral / active EE | $2,486 | $4,248-41.5% | $6,281-60.4% | $5,087-51.1% |
| Admin fee / account holder | $87 | $145-39.9% | $10,424-99.2% | $269-67.6% |