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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 | $21,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $72,466 | $86,692-16.4% | $119,634-39.4% | $66,949+8.2% |
| Participation rate | 63.2% | 75.6%-12.4pp | 79.3%-16.1pp | 69.8%-6.6pp |
| Annual return | -13.41% | -8.00%-5.4pp | -14.98%+1.6pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,864 | $2,536-26.5% | $4,232-56.0% | $2,545-26.8% |
| Participant deferral / active EE | $6,838 | $4,360+56.8% | $5,601+22.1% | $4,239+61.3% |
| Admin fee / account holder | $125 | $755-83.4% | $10,329-98.8% | $594-78.9% |