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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,654 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,091 | $50,919-74.3% | $155,556-91.6% | $77,762-83.2% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 14.38% | 34.84%-20.5pp | 64.84%-50.5pp | 31.27%-16.9pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,489 | $2,824+23.5% | $5,631-38.0% | $4,651-25.0% |
| Admin fee / account holder | $127 | $437-70.9% | $15,885-99.2% | $433-70.7% |