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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 | $226,227 |
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 | $153,330 | $122,128+25.5% | $147,117+4.2% | $200,096-23.4% |
| Participation rate | 98.2% | 78.2%+20.1pp | 82.2%+16.0pp | 72.0%+26.2pp |
| Annual return | 16.43% | 30.58%-14.2pp | 420.54%-404.1pp | 34.26%-17.8pp |
| Employer contribution / active EE | $9,291 | $4,093+127.0% | $4,932+88.4% | $3,038+205.9% |
| Participant deferral / active EE | $14,893 | $8,484+75.5% | $8,065+84.7% | $5,090+192.6% |
| Admin fee / account holder | $114 | $180-36.3% | $12,993-99.1% | $269-57.5% |