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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $368,812 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $100,355 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $44,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,109 | $47,385+3.6% | $56,441-13.0% | $106,408-53.8% |
| Participation rate | 20.4% | 33.2%-12.8pp | 52.5%-32.1pp | 69.9%-49.5pp |
| Annual return | 14.30% | 17.29%-3.0pp | 1704.21%-1689.9pp | 17.37%-3.1pp |
| Employer contribution / active EE | $101 | $623-83.7% | $1,039-90.2% | $3,361-97.0% |
| Participant deferral / active EE | $892 | $1,440-38.1% | $1,953-54.3% | $5,567-84.0% |
| Admin fee / account holder | $169 | $78+116.1% | $2,829-94.0% | $79+113.3% |