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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 | $54,572 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,202 | $106,264-80.0% | $147,117-85.6% | $77,762-72.7% |
| Participation rate | 91.9% | 78.4%+13.5pp | 82.2%+9.7pp | 70.6%+21.3pp |
| Annual return | 19.70% | 56.94%-37.2pp | 420.54%-400.8pp | 31.27%-11.6pp |
| Employer contribution / active EE | $2,621 | $4,074-35.7% | $4,932-46.9% | $2,728-3.9% |
| Participant deferral / active EE | $7,806 | $8,003-2.5% | $8,065-3.2% | $4,651+67.8% |
| Admin fee / account holder | $172 | $334-48.7% | $12,993-98.7% | $433-60.4% |