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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 | $30,666 |
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 | $84,065 | $83,090+1.2% | $130,062-35.4% | $71,529+17.5% |
| Participation rate | 60.5% | 74.1%-13.6pp | 78.5%-18.0pp | 67.9%-7.4pp |
| Annual return | 16.43% | 20.61%-4.2pp | -137.37%+153.8pp | 28.97%-12.5pp |
| Employer contribution / active EE | $1,931 | $2,624-26.4% | $4,322-55.3% | $2,590-25.4% |
| Participant deferral / active EE | $7,320 | $4,436+65.0% | $5,821+25.8% | $4,291+70.6% |
| Admin fee / account holder | $139 | $1,727-92.0% | $10,601-98.7% | $1,588-91.3% |